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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 | $14,026 | $183,516-92.4% | $155,534-91.0% | $145,884-90.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,712 | $5,315-67.8% | $4,675-63.4% | $4,662-63.3% |
| Participant deferral / active EE | $3,479 | $6,467-46.2% | $5,630-38.2% | $6,690-48.0% |
| Admin fee / account holder | $217 | $19,293-98.9% | $15,900-98.6% | $13,392-98.4% |