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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 | $15,252 | $81,208-81.2% | $98,920-84.6% | $79,856-80.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 24.35% | 60.99%-36.6pp | 196.47%-172.1pp | 31.71%-7.4pp |
| Employer contribution / active EE | $3,637 | $1,960+85.6% | $2,689+35.2% | $2,471+47.2% |
| Participant deferral / active EE | $3,637 | $3,265+11.4% | $4,245-14.3% | $3,741-2.8% |
| Admin fee / account holder | $45 | $6,013-99.3% | $6,643-99.3% | $5,306-99.2% |