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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 | $15,127 | $148,558-89.8% | $135,925-88.9% | $139,427-89.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.29% | 79.22%-50.9pp | 68.25%-40.0pp | 373.27%-345.0pp |
| Employer contribution / active EE | $2,425 | $5,244-53.8% | $4,857-50.1% | $4,752-49.0% |
| Participant deferral / active EE | $5,712 | $8,101-29.5% | $7,759-26.4% | $6,711-14.9% |
| Admin fee / account holder | $109 | $12,401-99.1% | $10,764-99.0% | $11,404-99.0% |