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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 | $19,648 | $98,240-80.0% | $82,312-76.1% | $147,586-86.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.43% | 30.85%-12.4pp | 25.88%-7.4pp | 578.59%-560.2pp |
| Employer contribution / active EE | $2,714 | $3,192-15.0% | $2,428+11.8% | $4,876-44.3% |
| Participant deferral / active EE | $4,449 | $4,383+1.5% | $3,706+20.0% | $5,439-18.2% |
| Admin fee / account holder | $300 | $8,563-96.5% | $5,608-94.7% | $10,886-97.2% |