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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 | $10,785 | $202,430-94.7% | $169,369-93.6% | $139,427-92.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.43% | 531.86%-514.4pp | 405.70%-388.3pp | 373.27%-355.8pp |
| Employer contribution / active EE | $2,400 | $4,690-48.8% | $4,011-40.2% | $4,752-49.5% |
| Participant deferral / active EE | $2,410 | $6,938-65.3% | $6,221-61.3% | $6,711-64.1% |
| Admin fee / account holder | $80 | $10,716-99.3% | $9,009-99.1% | $11,404-99.3% |