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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 | $14,170 | $154,159-90.8% | $130,026-89.1% | $139,456-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 49.47% | 32.50%+17.0pp | -137.26%+186.7pp | 373.45%-324.0pp |
| Employer contribution / active EE | $3,657 | $5,292-30.9% | $4,321-15.4% | $4,753-23.0% |
| Participant deferral / active EE | $4,808 | $6,710-28.3% | $5,821-17.4% | $6,711-28.4% |
| Admin fee / account holder | $269 | $14,001-98.1% | $10,608-97.5% | $11,407-97.6% |