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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 | $13,640 | $160,040-91.5% | $147,096-90.7% | $145,877-90.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.49%-86.9pp | 419.75%-408.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,847 | $5,289-46.2% | $4,936-42.3% | $4,663-38.9% |
| Participant deferral / active EE | $4,603 | $8,429-45.4% | $8,071-43.0% | $6,691-31.2% |
| Admin fee / account holder | $51 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |