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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 | $24,613 | $144,130-82.9% | $117,861-79.1% | $147,586-83.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.95% | 531.20%-517.2pp | 335.11%-321.2pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,478 | $4,897-49.4% | $3,786-34.6% | $4,876-49.2% |
| Participant deferral / active EE | $3,595 | $5,316-32.4% | $4,482-19.8% | $5,439-33.9% |
| Admin fee / account holder | $181 | $10,887-98.3% | $8,021-97.7% | $10,886-98.3% |