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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 | $17,220 | $160,040-89.2% | $147,096-88.3% | $145,877-88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.99% | 98.49%-80.5pp | 419.75%-401.8pp | 551.28%-533.3pp |
| Employer contribution / active EE | $4,010 | $5,289-24.2% | $4,936-18.8% | $4,663-14.0% |
| Participant deferral / active EE | $7,724 | $8,429-8.4% | $8,071-4.3% | $6,691+15.4% |
| Admin fee / account holder | $230 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |