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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 | $14,442 | $105,856-86.4% | $90,161-84.0% | $147,586-90.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.97% | 37.63%-13.7pp | 34.89%-10.9pp | 578.59%-554.6pp |
| Employer contribution / active EE | $1,798 | $4,126-56.4% | $3,318-45.8% | $4,876-63.1% |
| Participant deferral / active EE | $1,839 | $5,733-67.9% | $5,287-65.2% | $5,439-66.2% |
| Admin fee / account holder | $65 | $8,046-99.2% | $5,943-98.9% | $10,886-99.4% |