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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 | $9,757 | $162,821-94.0% | $133,978-92.7% | $158,982-93.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 73.48% | 41.95%+31.5pp | 45.10%+28.4pp | 302.99%-229.5pp |
| Employer contribution / active EE | $2,444 | $4,976-50.9% | $3,919-37.6% | $4,763-48.7% |
| Participant deferral / active EE | $4,983 | $5,910-15.7% | $5,047-1.3% | $5,983-16.7% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |