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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 | $18,850 | $168,636-88.8% | $147,618-87.2% | $125,388-85.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.08% | 77.65%-77.7pp | 61.98%-62.1pp | 282.24%-282.3pp |
| Employer contribution / active EE | $3,210 | $6,252-48.7% | $5,565-42.3% | $4,866-34.0% |
| Participant deferral / active EE | $2,711 | $5,507-50.8% | $4,895-44.6% | $5,352-49.3% |
| Admin fee / account holder | $151 | $13,580-98.9% | $11,612-98.7% | $9,541-98.4% |