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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 | $20,235 | $209,425-90.3% | $178,499-88.7% | $158,966-87.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.05% | 188.80%-177.7pp | 151.10%-140.1pp | 302.95%-291.9pp |
| Employer contribution / active EE | $4,852 | $5,707-15.0% | $5,011-3.2% | $4,762+1.9% |
| Participant deferral / active EE | $3,694 | $5,955-38.0% | $5,202-29.0% | $5,983-38.3% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |