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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 | $16,045 | $112,121-85.7% | $95,960-83.3% | $158,966-89.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 37.16% | 171.16%-134.0pp | 91.63%-54.5pp | 302.95%-265.8pp |
| Employer contribution / active EE | $2,019 | $3,199-36.9% | $2,541-20.6% | $4,762-57.6% |
| Participant deferral / active EE | $4,458 | $4,784-6.8% | $4,167+7.0% | $5,983-25.5% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |