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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 | $21,702 | $209,425-89.6% | $178,499-87.8% | $158,966-86.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.68% | 188.80%-164.1pp | 151.10%-126.4pp | 302.95%-278.3pp |
| Employer contribution / active EE | $3,069 | $5,707-46.2% | $5,011-38.8% | $4,762-35.6% |
| Participant deferral / active EE | $5,279 | $5,955-11.4% | $5,202+1.5% | $5,983-11.8% |
| Admin fee / account holder | $179 | $17,078-99.0% | $13,986-98.7% | $11,250-98.4% |