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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 | $11,096 | $106,280-89.6% | $96,538-88.5% | $139,487-92.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.16% | 38.48%-13.3pp | 35.74%-10.6pp | 373.84%-348.7pp |
| Employer contribution / active EE | $1,378 | $4,107-66.4% | $3,740-63.2% | $4,755-71.0% |
| Participant deferral / active EE | $2,902 | $5,457-46.8% | $4,880-40.5% | $6,713-56.8% |
| Admin fee / account holder | $35 | $7,888-99.6% | $6,737-99.5% | $11,407-99.7% |