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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 | $20,545 | $157,270-86.9% | $141,173-85.4% | $152,870-86.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.47% | 64.33%-37.9pp | 71.40%-44.9pp | 345.34%-318.9pp |
| Employer contribution / active EE | $2,596 | $5,261-50.7% | $4,735-45.2% | $4,763-45.5% |
| Participant deferral / active EE | $5,040 | $7,110-29.1% | $6,710-24.9% | $5,850-13.8% |
| Admin fee / account holder | $17 | $12,121-99.9% | $10,262-99.8% | $11,597-99.9% |