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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 | $15,608 | $115,814-86.5% | $101,275-84.6% | $158,982-90.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.42% | 56.16%-26.7pp | 46.48%-17.1pp | 302.99%-273.6pp |
| Employer contribution / active EE | $2,480 | $4,176-40.6% | $3,660-32.2% | $4,763-47.9% |
| Participant deferral / active EE | $4,176 | $4,958-15.8% | $4,371-4.5% | $5,983-30.2% |
| Admin fee / account holder | $280 | $7,249-96.1% | $5,948-95.3% | $11,252-97.5% |