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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 | $12,480 | $175,257-92.9% | $149,717-91.7% | $139,456-91.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.30% | 166.70%-141.4pp | 134.41%-109.1pp | 373.45%-348.1pp |
| Employer contribution / active EE | $3,333 | $5,477-39.1% | $4,820-30.9% | $4,753-29.9% |
| Participant deferral / active EE | $4,549 | $6,521-30.2% | $5,682-19.9% | $6,711-32.2% |
| Admin fee / account holder | $31 | $16,156-99.8% | $13,213-99.8% | $11,407-99.7% |