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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 | $7,791 | $166,242-95.3% | $165,071-95.3% | $145,884-94.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.23% | 100.44%-81.2pp | 70.17%-50.9pp | 551.85%-532.6pp |
| Employer contribution / active EE | $3,057 | $5,283-42.1% | $4,347-29.7% | $4,662-34.4% |
| Participant deferral / active EE | $7,746 | $6,964+11.2% | $6,035+28.4% | $6,690+15.8% |
| Admin fee / account holder | $181 | $16,658-98.9% | $12,695-98.6% | $13,392-98.6% |