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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 | $10,434 | $165,381-93.7% | $149,730-93.0% | $158,966-93.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.43% | 348.29%-302.9pp | 276.70%-231.3pp | 302.95%-257.5pp |
| Employer contribution / active EE | $4,048 | $5,104-20.7% | $4,645-12.9% | $4,762-15.0% |
| Participant deferral / active EE | $4,987 | $7,182-30.6% | $6,843-27.1% | $5,983-16.6% |
| Admin fee / account holder | $255 | $10,809-97.6% | $9,310-97.3% | $11,250-97.7% |