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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 | $6,284 | $185,883-96.6% | $170,043-96.3% | $139,466-95.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 107.59% | 60.54%+47.0pp | 53.40%+54.2pp | 373.66%-266.1pp |
| Employer contribution / active EE | $3,070 | $7,596-59.6% | $6,790-54.8% | $4,754-35.4% |
| Participant deferral / active EE | $3,518 | $11,626-69.7% | $10,410-66.2% | $6,712-47.6% |
| Admin fee / account holder | $163 | $15,393-98.9% | $12,824-98.7% | $11,409-98.6% |