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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 | $15,820 | $115,814-86.3% | $101,275-84.4% | $158,982-90.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.18% | 56.16%-31.0pp | 46.48%-21.3pp | 302.99%-277.8pp |
| Employer contribution / active EE | $1,811 | $4,176-56.6% | $3,660-50.5% | $4,763-62.0% |
| Participant deferral / active EE | $5,488 | $4,958+10.7% | $4,371+25.6% | $5,983-8.3% |
| Admin fee / account holder | $160 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |