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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 | $25,849 | $185,905-86.1% | $170,057-84.8% | $139,487-81.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.59% | 60.56%-37.0pp | 53.42%-29.8pp | 373.84%-350.3pp |
| Employer contribution / active EE | $2,247 | $7,597-70.4% | $6,790-66.9% | $4,755-52.7% |
| Participant deferral / active EE | $9,760 | $11,627-16.1% | $10,411-6.2% | $6,713+45.4% |
| Admin fee / account holder | $108 | $15,397-99.3% | $12,826-99.2% | $11,407-99.1% |