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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 | $96,484 | $282,126-65.8% | $282,126-65.8% | $254,510-62.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 41.9%+58.1pp | 43.0%+57.0pp |
| Annual return | 4.76% | 1315.74%-1311.0pp | 1087.39%-1082.6pp | 259.14%-254.4pp |
| Employer contribution / active EE | $78,500 | $46,882+67.4% | $42,245+85.8% | $41,471+89.3% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $124 | $2,639-95.3% | $2,639-95.3% | $21,546-99.4% |