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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 | $9,615 | $53,128-81.9% | $86,582-88.9% | $70,126-86.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.94% | 27.66%-6.7pp | 965.08%-944.1pp | 73.15%-52.2pp |
| Employer contribution / active EE | $825 | $2,068-60.1% | $2,839-71.0% | $2,343-64.8% |
| Participant deferral / active EE | $2,883 | $2,695+7.0% | $3,609-20.1% | $3,332-13.5% |
| Admin fee / account holder | $19 | $3,584-99.5% | $4,904-99.6% | $4,645-99.6% |