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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 | $16,122 | $115,810-86.1% | $101,271-84.1% | $158,966-89.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.80% | 56.15%-38.4pp | 46.48%-28.7pp | 302.95%-285.1pp |
| Employer contribution / active EE | $1,716 | $4,175-58.9% | $3,660-53.1% | $4,762-64.0% |
| Participant deferral / active EE | $2,601 | $4,958-47.5% | $4,371-40.5% | $5,983-56.5% |
| Admin fee / account holder | $169 | $7,248-97.7% | $5,948-97.2% | $11,250-98.5% |