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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 | $13,859 | $106,905-87.0% | $84,020-83.5% | $152,885-90.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.56% | 105.00%-79.4pp | 71.31%-45.8pp | 345.39%-319.8pp |
| Employer contribution / active EE | $847 | $2,735-69.0% | $1,984-57.3% | $4,763-82.2% |
| Participant deferral / active EE | $2,714 | $4,012-32.3% | $3,239-16.2% | $5,851-53.6% |
| Admin fee / account holder | $14 | $8,287-99.8% | $6,101-99.8% | $11,598-99.9% |