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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 | $28,725 | $168,635-83.0% | $147,617-80.5% | $125,389-77.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.09% | 77.65%-78.7pp | 61.98%-63.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $10,090 | $6,252+61.4% | $5,564+81.3% | $4,866+107.4% |
| Participant deferral / active EE | $6,318 | $5,507+14.7% | $4,895+29.1% | $5,352+18.1% |
| Admin fee / account holder | $79 | $13,580-99.4% | $11,612-99.3% | $9,541-99.2% |