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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 | $23,235 | $232,540-90.0% | $185,117-87.4% | $147,586-84.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 23.05% | 43.03%-20.0pp | 40.50%-17.4pp | 578.59%-555.5pp |
| Employer contribution / active EE | $4,653 | $5,195-10.4% | $4,182+11.3% | $4,876-4.6% |
| Participant deferral / active EE | $4,684 | $5,834-19.7% | $5,045-7.2% | $5,439-13.9% |
| Admin fee / account holder | $88 | $10,275-99.1% | $8,159-98.9% | $10,886-99.2% |