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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 | $202,463-94.7% | $169,397-93.6% | $139,487-92.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.43% | 532.64%-515.2pp | 406.23%-388.8pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,400 | $4,694-48.9% | $4,013-40.2% | $4,755-49.5% |
| Participant deferral / active EE | $2,410 | $6,941-65.3% | $6,223-61.3% | $6,713-64.1% |
| Admin fee / account holder | $80 | $10,726-99.3% | $9,017-99.1% | $11,407-99.3% |