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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 | $8,805 | $148,629-94.1% | $135,982-93.5% | $139,487-93.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 64.02% | 79.33%-15.3pp | 68.32%-4.3pp | 373.84%-309.8pp |
| Employer contribution / active EE | $3,421 | $5,247-34.8% | $4,859-29.6% | $4,755-28.0% |
| Participant deferral / active EE | $5,305 | $8,102-34.5% | $7,760-31.6% | $6,713-21.0% |
| Admin fee / account holder | $14 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |