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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 | $23,152 | $209,422-88.9% | $178,503-87.0% | $158,982-85.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.19% | 188.81%-169.6pp | 151.12%-131.9pp | 302.99%-283.8pp |
| Employer contribution / active EE | $3,690 | $5,707-35.3% | $5,011-26.4% | $4,763-22.5% |
| Participant deferral / active EE | $2,600 | $5,955-56.3% | $5,202-50.0% | $5,983-56.5% |
| Admin fee / account holder | $8 | $17,079-100.0% | $13,987-99.9% | $11,252-99.9% |