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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 | $11,133 | $111,814-90.0% | $93,654-88.1% | $145,959-92.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.98% | 203.30%-191.3pp | 133.34%-121.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,148 | $3,092-30.5% | $2,421-11.3% | $4,661-53.9% |
| Participant deferral / active EE | $2,108 | $4,914-57.1% | $4,413-52.2% | $6,689-68.5% |
| Admin fee / account holder | $254 | $10,246-97.5% | $8,282-96.9% | $13,398-98.1% |