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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 | $21,392 | $217,432-90.2% | $185,849-88.5% | $167,536-87.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.40% | 148.42%-129.0pp | 122.10%-102.7pp | 478.82%-459.4pp |
| Employer contribution / active EE | $7,863 | $5,875+33.8% | $5,169+52.1% | $4,839+62.5% |
| Participant deferral / active EE | $6,374 | $6,357+0.3% | $5,569+14.5% | $6,342+0.5% |
| Admin fee / account holder | $48 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |