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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 | $8,287 | $157,296-94.7% | $141,191-94.1% | $152,897-94.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.20% | 64.34%-27.1pp | 71.41%-34.2pp | 345.43%-308.2pp |
| Employer contribution / active EE | $2,293 | $5,262-56.4% | $4,736-51.6% | $4,764-51.9% |
| Participant deferral / active EE | $6,387 | $7,111-10.2% | $6,710-4.8% | $5,851+9.2% |
| Admin fee / account holder | $141 | $12,125-98.8% | $10,264-98.6% | $11,599-98.8% |