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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 | $27,431 | $209,428-86.9% | $178,498-84.6% | $158,950-82.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.15% | 188.78%-160.6pp | 151.09%-122.9pp | 302.91%-274.8pp |
| Employer contribution / active EE | $7,027 | $5,707+23.1% | $5,011+40.2% | $4,762+47.6% |
| Participant deferral / active EE | $5,278 | $5,955-11.4% | $5,202+1.5% | $5,983-11.8% |
| Admin fee / account holder | $12 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |