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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 | $16,231 | $144,130-88.7% | $117,860-86.2% | $147,585-89.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 29.05% | 531.20%-502.1pp | 335.10%-306.0pp | 578.58%-549.5pp |
| Employer contribution / active EE | $3,253 | $4,897-33.6% | $3,786-14.1% | $4,876-33.3% |
| Participant deferral / active EE | $5,022 | $5,316-5.5% | $4,482+12.1% | $5,439-7.7% |
| Admin fee / account holder | $132 | $10,887-98.8% | $8,021-98.4% | $10,886-98.8% |