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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 | $13,294 | $148,623-91.1% | $135,974-90.2% | $139,466-90.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.47% | 79.30%-52.8pp | 68.30%-41.8pp | 373.66%-347.2pp |
| Employer contribution / active EE | $2,676 | $5,246-49.0% | $4,859-44.9% | $4,754-43.7% |
| Participant deferral / active EE | $5,473 | $8,103-32.5% | $7,760-29.5% | $6,712-18.5% |
| Admin fee / account holder | $155 | $12,406-98.7% | $10,767-98.6% | $11,409-98.6% |