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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 | $14,530 | $98,240-85.2% | $82,312-82.3% | $147,586-90.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 41.22% | 30.85%+10.4pp | 25.88%+15.3pp | 578.59%-537.4pp |
| Employer contribution / active EE | $2,485 | $3,192-22.1% | $2,428+2.3% | $4,876-49.0% |
| Participant deferral / active EE | $5,608 | $4,383+27.9% | $3,706+51.3% | $5,439+3.1% |
| Admin fee / account holder | $35 | $8,563-99.6% | $5,608-99.4% | $10,886-99.7% |