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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 | $16,973 | $160,028-89.4% | $147,080-88.5% | $145,884-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.26% | 98.60%-75.3pp | 420.17%-396.9pp | 551.85%-528.6pp |
| Employer contribution / active EE | $1,284 | $5,286-75.7% | $4,933-74.0% | $4,662-72.5% |
| Participant deferral / active EE | $4,961 | $8,422-41.1% | $8,066-38.5% | $6,690-25.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |