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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 | $20,426 | $155,840-86.9% | $124,694-83.6% | $167,553-87.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.13% | 17.98%-5.8pp | 5144.82%-5132.7pp | 478.89%-466.8pp |
| Employer contribution / active EE | $2,437 | $4,165-41.5% | $3,325-26.7% | $4,840-49.6% |
| Participant deferral / active EE | $1,730 | $5,675-69.5% | $4,615-62.5% | $6,343-72.7% |
| Admin fee / account holder | $59 | $9,536-99.4% | $7,495-99.2% | $12,316-99.5% |