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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 | $10,051 | $107,363-90.6% | $92,909-89.2% | $152,897-93.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 38.18% | 145.63%-107.4pp | 109.44%-71.3pp | 345.43%-307.2pp |
| Employer contribution / active EE | $2,343 | $4,222-44.5% | $3,653-35.9% | $4,764-50.8% |
| Participant deferral / active EE | $4,155 | $4,848-14.3% | $4,238-2.0% | $5,851-29.0% |
| Admin fee / account holder | $89 | $7,082-98.7% | $5,795-98.5% | $11,599-99.2% |