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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 | $19,001 | $176,105-89.2% | $159,474-88.1% | $167,536-88.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.22% | 331.91%-315.7pp | 263.68%-247.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $4,476 | $5,299-15.5% | $4,831-7.4% | $4,839-7.5% |
| Participant deferral / active EE | $2,600 | $7,751-66.5% | $7,353-64.6% | $6,342-59.0% |
| Admin fee / account holder | $166 | $12,559-98.7% | $10,802-98.5% | $12,315-98.6% |