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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 | $17,696 | $165,939-89.3% | $122,354-85.5% | $147,586-88.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 24.62% | 34.56%-9.9pp | 30.28%-5.7pp | 578.59%-554.0pp |
| Employer contribution / active EE | $1,628 | $5,754-71.7% | $4,051-59.8% | $4,876-66.6% |
| Participant deferral / active EE | $3,950 | $4,005-1.4% | $3,287+20.2% | $5,439-27.4% |
| Admin fee / account holder | $145 | $7,425-98.0% | $5,479-97.4% | $10,886-98.7% |