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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 | $13,734 | $89,364-84.6% | $141,177-90.3% | $72,983-81.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 89.05% | 111.86%-22.8pp | 71.40%+17.6pp | 81.01%+8.0pp |
| Employer contribution / active EE | $2,769 | $3,115-11.1% | $4,736-41.5% | $2,440+13.5% |
| Participant deferral / active EE | $3,622 | $5,419-33.2% | $6,710-46.0% | $3,608+0.4% |
| Admin fee / account holder | $225 | $5,959-96.2% | $10,263-97.8% | $5,124-95.6% |