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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 | $14,820 | $93,346-84.1% | $71,796-79.4% | $273,972-94.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.20% | 130.39%-121.2pp | 78.04%-68.8pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,931 | $2,733+7.2% | $1,924+52.3% | $4,869-39.8% |
| Participant deferral / active EE | $1,439 | $3,475-58.6% | $2,794-48.5% | $5,287-72.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |