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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 | $11,127 | $150,412-92.6% | $120,574-90.8% | $145,884-92.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.12% | 154.50%-140.4pp | 107.42%-93.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,091 | $4,355-52.0% | $3,471-39.7% | $4,662-55.2% |
| Participant deferral / active EE | $2,538 | $6,175-58.9% | $4,996-49.2% | $6,690-62.1% |
| Admin fee / account holder | $48 | $12,224-99.6% | $9,445-99.5% | $13,392-99.6% |