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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 | $23,645 | $217,427-89.1% | $185,837-87.3% | $167,518-85.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.05% | 148.39%-127.3pp | 122.08%-101.0pp | 478.71%-457.7pp |
| Employer contribution / active EE | $4,324 | $5,874-26.4% | $5,168-16.3% | $4,838-10.6% |
| Participant deferral / active EE | $8,631 | $6,357+35.8% | $5,568+55.0% | $6,342+36.1% |
| Admin fee / account holder | $20 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |