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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 | $10,331 | $159,978-93.5% | $147,041-93.0% | $145,978-92.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.80% | 98.36%-80.6pp | 419.21%-401.4pp | 550.52%-532.7pp |
| Employer contribution / active EE | $2,392 | $5,288-54.8% | $4,935-51.5% | $4,662-48.7% |
| Participant deferral / active EE | $3,161 | $8,429-62.5% | $8,071-60.8% | $6,690-52.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |