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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 | $13,476 | $115,810-88.4% | $101,271-86.7% | $158,966-91.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.91% | 56.15%-41.2pp | 46.48%-31.6pp | 302.95%-288.0pp |
| Employer contribution / active EE | $3,949 | $4,175-5.4% | $3,660+7.9% | $4,762-17.1% |
| Participant deferral / active EE | $4,377 | $4,958-11.7% | $4,371+0.1% | $5,983-26.9% |
| Admin fee / account holder | $69 | $7,248-99.0% | $5,948-98.8% | $11,250-99.4% |