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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 | $16,058 | $154,209-89.6% | $130,062-87.7% | $139,487-88.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 44.37% | 32.52%+11.8pp | -137.37%+181.7pp | 373.84%-329.5pp |
| Employer contribution / active EE | $4,103 | $5,292-22.5% | $4,322-5.1% | $4,755-13.7% |
| Participant deferral / active EE | $6,610 | $6,709-1.5% | $5,821+13.6% | $6,713-1.5% |
| Admin fee / account holder | $59 | $13,988-99.6% | $10,601-99.4% | $11,407-99.5% |