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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 | $20,773 | $209,405-90.1% | $178,486-88.4% | $158,931-86.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.35% | 188.77%-152.4pp | 151.08%-114.7pp | 302.86%-266.5pp |
| Employer contribution / active EE | $2,808 | $5,707-50.8% | $5,011-44.0% | $4,761-41.0% |
| Participant deferral / active EE | $7,834 | $5,954+31.6% | $5,202+50.6% | $5,982+30.9% |
| Admin fee / account holder | $64 | $17,076-99.6% | $13,985-99.5% | $11,247-99.4% |