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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 | $22,925 | $185,905-87.7% | $170,057-86.5% | $139,487-83.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.08% | 60.56%-38.5pp | 53.42%-31.3pp | 373.84%-351.8pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,834 | $11,627+1.8% | $10,411+13.7% | $6,713+76.3% |
| Admin fee / account holder | $63 | $15,397-99.6% | $12,826-99.5% | $11,407-99.5% |