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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 | $11,297 | $209,422-94.6% | $178,503-93.7% | $158,982-92.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.23% | 188.81%-158.6pp | 151.12%-120.9pp | 302.99%-272.8pp |
| Employer contribution / active EE | $1,163 | $5,707-79.6% | $5,011-76.8% | $4,763-75.6% |
| Participant deferral / active EE | $3,893 | $5,955-34.6% | $5,202-25.2% | $5,983-34.9% |
| Admin fee / account holder | $23 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |