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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 | $22,963 | $105,200-78.2% | $159,474-85.6% | $85,847-73.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.21% | 45.08%-24.9pp | 263.68%-243.5pp | 318.61%-298.4pp |
| Employer contribution / active EE | $3,667 | $3,319+10.5% | $4,831-24.1% | $2,565+42.9% |
| Participant deferral / active EE | $6,173 | $5,946+3.8% | $7,353-16.0% | $3,952+56.2% |
| Admin fee / account holder | $145 | $6,934-97.9% | $10,802-98.7% | $6,261-97.7% |