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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 | $14,519 | $176,077-91.8% | $159,455-90.9% | $167,518-91.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.24% | 331.83%-301.6pp | 263.63%-233.4pp | 478.71%-448.5pp |
| Employer contribution / active EE | $1,256 | $5,298-76.3% | $4,830-74.0% | $4,838-74.0% |
| Participant deferral / active EE | $4,839 | $7,751-37.6% | $7,353-34.2% | $6,342-23.7% |
| Admin fee / account holder | $52 | $12,556-99.6% | $10,800-99.5% | $12,312-99.6% |