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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 | $10,422 | $198,457-94.7% | $170,435-93.9% | $147,586-92.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.01% | 257.30%-228.3pp | 205.94%-176.9pp | 578.59%-549.6pp |
| Employer contribution / active EE | $2,674 | $6,183-56.8% | $5,432-50.8% | $4,876-45.2% |
| Participant deferral / active EE | $4,332 | $5,629-23.0% | $4,939-12.3% | $5,439-20.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |