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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,238 | $198,457-90.3% | $170,435-88.7% | $147,586-87.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.70% | 257.30%-233.6pp | 205.94%-182.2pp | 578.59%-554.9pp |
| Employer contribution / active EE | $1,554 | $6,183-74.9% | $5,432-71.4% | $4,876-68.1% |
| Participant deferral / active EE | $4,991 | $5,629-11.3% | $4,939+1.0% | $5,439-8.2% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |