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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 | $120,039 | $263,436-54.4% | $305,030-60.6% | $254,173-52.8% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 10.59% | 288.76%-278.2pp | 380.66%-370.1pp | 259.17%-248.6pp |
| Employer contribution / active EE | $57,000 | $47,316+20.5% | $45,083+26.4% | $41,471+37.4% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $95 | $13,313-99.3% | $12,800-99.3% | $21,502-99.6% |