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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 | $7,757 | $107,353-92.8% | $92,903-91.7% | $152,885-94.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.58% | 145.62%-121.0pp | 109.43%-84.9pp | 345.39%-320.8pp |
| Employer contribution / active EE | $1,954 | $4,222-53.7% | $3,653-46.5% | $4,763-59.0% |
| Participant deferral / active EE | $2,848 | $4,848-41.3% | $4,238-32.8% | $5,851-51.3% |
| Admin fee / account holder | $141 | $7,081-98.0% | $5,795-97.6% | $11,598-98.8% |