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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 | $12,513 | $226,135-94.5% | $182,558-93.1% | $152,909-91.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 39.77% | 192.60%-152.8pp | 148.59%-108.8pp | 345.46%-305.7pp |
| Employer contribution / active EE | $2,479 | $4,979-50.2% | $4,076-39.2% | $4,764-48.0% |
| Participant deferral / active EE | $6,028 | $6,371-5.4% | $5,526+9.1% | $5,851+3.0% |
| Admin fee / account holder | $82 | $10,707-99.2% | $8,594-99.1% | $11,601-99.3% |