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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 | $23,424 | $183,988-87.3% | $162,177-85.6% | $152,897-84.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.45% | 150.79%-122.3pp | 115.60%-87.1pp | 345.43%-317.0pp |
| Employer contribution / active EE | $5,048 | $6,370-20.8% | $5,613-10.1% | $4,764+6.0% |
| Participant deferral / active EE | $3,735 | $8,032-53.5% | $7,297-48.8% | $5,851-36.2% |
| Admin fee / account holder | $106 | $13,123-99.2% | $10,843-99.0% | $11,599-99.1% |