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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 | $16,170 | $166,242-90.3% | $165,071-90.2% | $145,884-88.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.95% | 100.44%-77.5pp | 70.17%-47.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $1,575 | $5,283-70.2% | $4,347-63.8% | $4,662-66.2% |
| Participant deferral / active EE | $8,757 | $6,964+25.7% | $6,035+45.1% | $6,690+30.9% |
| Admin fee / account holder | $119 | $16,658-99.3% | $12,695-99.1% | $13,392-99.1% |