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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 | $16,133 | $217,432-92.6% | $185,849-91.3% | $167,536-90.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.37% | 148.42%-134.0pp | 122.10%-107.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,732 | $5,875-70.5% | $5,169-66.5% | $4,839-64.2% |
| Participant deferral / active EE | $3,817 | $6,357-40.0% | $5,569-31.4% | $6,342-39.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |