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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 | $16,742 | $56,197-70.2% | $67,652-75.3% | $59,633-71.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.91% | 18508.10%-18505.2pp | 6625.40%-6622.5pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $4,350 | $1,615+169.4% | $2,266+92.0% | $2,203+97.5% |
| Participant deferral / active EE | $2,855 | $2,844+0.4% | $3,560-19.8% | $3,192-10.6% |
| Admin fee / account holder | $135 | $3,958-96.6% | $4,821-97.2% | $4,297-96.9% |