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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 | $160,028-90.5% | $147,080-89.6% | $145,884-89.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,119 | $5,286-41.0% | $4,933-36.8% | $4,662-33.1% |
| Participant deferral / active EE | $4,004 | $8,422-52.5% | $8,066-50.4% | $6,690-40.2% |
| Admin fee / account holder | $12 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |