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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 | $17,183 | $176,105-90.2% | $159,474-89.2% | $167,536-89.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.17% | 331.91%-313.7pp | 263.68%-245.5pp | 478.82%-460.6pp |
| Employer contribution / active EE | $2,461 | $5,299-53.6% | $4,831-49.1% | $4,839-49.1% |
| Participant deferral / active EE | $4,922 | $7,751-36.5% | $7,353-33.1% | $6,342-22.4% |
| Admin fee / account holder | $54 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |