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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 | $11,201 | $129,737-91.4% | $119,126-90.6% | $154,746-92.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.31% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,934 | $4,375-55.8% | $4,034-52.1% | $4,379-55.8% |
| Participant deferral / active EE | $2,495 | $5,842-57.3% | $5,318-53.1% | $6,730-62.9% |
| Admin fee / account holder | $101 | $11,961-99.2% | $10,693-99.1% | $14,365-99.3% |