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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 | $160,028-89.2% | $147,080-88.3% | $145,884-88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.99% | 98.60%-80.6pp | 420.17%-402.2pp | 551.85%-533.9pp |
| Employer contribution / active EE | $4,010 | $5,286-24.1% | $4,933-18.7% | $4,662-14.0% |
| Participant deferral / active EE | $7,724 | $8,422-8.3% | $8,066-4.2% | $6,690+15.5% |
| Admin fee / account holder | $230 | $15,030-98.5% | $12,989-98.2% | $13,392-98.3% |