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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 | $27,589 | $209,425-86.8% | $178,499-84.5% | $158,966-82.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.42% | 188.80%-164.4pp | 151.10%-126.7pp | 302.95%-278.5pp |
| Employer contribution / active EE | $2,283 | $5,707-60.0% | $5,011-54.4% | $4,762-52.1% |
| Participant deferral / active EE | $8,386 | $5,955+40.8% | $5,202+61.2% | $5,983+40.2% |
| Admin fee / account holder | $12 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |