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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 | $17,700 | $198,457-91.1% | $170,435-89.6% | $147,586-88.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 36.64% | 257.30%-220.7pp | 205.94%-169.3pp | 578.59%-541.9pp |
| Employer contribution / active EE | $3,389 | $6,183-45.2% | $5,432-37.6% | $4,876-30.5% |
| Participant deferral / active EE | $6,069 | $5,629+7.8% | $4,939+22.9% | $5,439+11.6% |
| Admin fee / account holder | $3 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |