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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 | $11,299 | $102,638-89.0% | $81,982-86.2% | $158,982-92.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 85.95% | 61.05%+24.9pp | 41.31%+44.6pp | 302.99%-217.0pp |
| Employer contribution / active EE | $2,012 | $3,241-37.9% | $2,498-19.5% | $4,763-57.8% |
| Participant deferral / active EE | $6,650 | $4,649+43.0% | $3,722+78.7% | $5,983+11.1% |
| Admin fee / account holder | $15 | $8,237-99.8% | $5,665-99.7% | $11,252-99.9% |