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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 | $24,603 | $185,856-86.8% | $170,028-85.5% | $139,456-82.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.54% | 60.52%-27.0pp | 53.39%-19.9pp | 373.45%-339.9pp |
| Employer contribution / active EE | $2,325 | $7,593-69.4% | $6,788-65.7% | $4,753-51.1% |
| Participant deferral / active EE | $10,872 | $11,623-6.5% | $10,409+4.4% | $6,711+62.0% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |