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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 | $14,350 | $197,819-92.7% | $155,789-90.8% | $125,389-88.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 106.42% | 86.73%+19.7pp | 71.54%+34.9pp | 282.24%-175.8pp |
| Employer contribution / active EE | $2,612 | $4,850-46.1% | $3,839-32.0% | $4,866-46.3% |
| Participant deferral / active EE | $4,364 | $5,631-22.5% | $4,798-9.0% | $5,352-18.5% |
| Admin fee / account holder | $1 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |