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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 | $15,230 | $162,136-90.6% | $152,301-90.0% | $154,746-90.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 0.00% | 91.02%-91.0pp | 80.50%-80.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $6,038 | $4,890+23.5% | $4,624+30.6% | $4,379+37.9% |
| Participant deferral / active EE | $10,923 | $8,341+31.0% | $8,004+36.5% | $6,730+62.3% |
| Admin fee / account holder | $9 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |