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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 | $27,723 | $183,978-84.9% | $162,171-82.9% | $152,885-81.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.56% | 150.78%-122.2pp | 115.60%-87.0pp | 345.39%-316.8pp |
| Employer contribution / active EE | $4,781 | $6,370-24.9% | $5,613-14.8% | $4,763+0.4% |
| Participant deferral / active EE | $3,378 | $8,033-57.9% | $7,297-53.7% | $5,851-42.3% |
| Admin fee / account holder | $24 | $13,122-99.8% | $10,843-99.8% | $11,598-99.8% |