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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 | $11,002 | $94,749-88.4% | $112,899-90.3% | $139,466-92.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 44.26% | 40.92%+3.3pp | 34.11%+10.1pp | 373.66%-329.4pp |
| Employer contribution / active EE | $2,848 | $4,630-38.5% | $4,566-37.6% | $4,754-40.1% |
| Participant deferral / active EE | $7,592 | $6,517+16.5% | $6,516+16.5% | $6,712+13.1% |
| Admin fee / account holder | $106 | $8,530-98.8% | $7,047-98.5% | $11,409-99.1% |