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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 | $16,929 | $98,240-82.8% | $82,312-79.4% | $147,586-88.5% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 21.52% | 30.85%-9.3pp | 25.88%-4.4pp | 578.59%-557.1pp |
| Employer contribution / active EE | $2,387 | $3,192-25.2% | $2,428-1.7% | $4,876-51.0% |
| Participant deferral / active EE | $2,000 | $4,383-54.4% | $3,706-46.0% | $5,439-63.2% |
| Admin fee / account holder | $56 | $8,563-99.4% | $5,608-99.0% | $10,886-99.5% |