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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 | $10,761 | $77,449-86.1% | $69,483-84.5% | $152,909-93.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 27.17% | 39.09%-11.9pp | 28.99%-1.8pp | 345.46%-318.3pp |
| Employer contribution / active EE | $2,815 | $3,316-15.1% | $2,780+1.3% | $4,764-40.9% |
| Participant deferral / active EE | $2,697 | $4,415-38.9% | $3,537-23.7% | $5,851-53.9% |
| Admin fee / account holder | $2 | $6,210-100.0% | $3,841-99.9% | $11,601-100.0% |