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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 | $16,725 | $117,859-85.8% | $102,438-83.7% | $145,959-88.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.38% | 31.72%-8.3pp | 29.37%-6.0pp | 561.95%-538.6pp |
| Employer contribution / active EE | $5,908 | $3,615+63.4% | $3,024+95.4% | $4,661+26.8% |
| Participant deferral / active EE | $6,676 | $5,732+16.5% | $5,054+32.1% | $6,689-0.2% |
| Admin fee / account holder | $111 | $13,318-99.2% | $9,448-98.8% | $13,398-99.2% |