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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 | $10,994 | $165,399-93.4% | $149,745-92.7% | $158,982-93.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 79.37% | 348.34%-269.0pp | 276.72%-197.4pp | 302.99%-223.6pp |
| Employer contribution / active EE | $1,920 | $5,105-62.4% | $4,646-58.7% | $4,763-59.7% |
| Participant deferral / active EE | $6,365 | $7,183-11.4% | $6,843-7.0% | $5,983+6.4% |
| Admin fee / account holder | $19 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |