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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 | $12,270 | $89,259-86.3% | $107,187-88.6% | $82,637-85.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 86.98% | 21.02%+66.0pp | 204.55%-117.6pp | 53.51%+33.5pp |
| Employer contribution / active EE | $11,476 | $3,080+272.6% | $3,782+203.4% | $2,552+349.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $76 | $7,381-99.0% | $9,162-99.2% | $7,339-99.0% |