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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 | $15,238 | $160,070-90.5% | $147,117-89.6% | $145,897-89.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 98.69%-84.0pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,119 | $5,285-41.0% | $4,932-36.8% | $4,663-33.1% |
| Participant deferral / active EE | $4,004 | $8,419-52.4% | $8,065-50.4% | $6,689-40.2% |
| Admin fee / account holder | $12 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |