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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 | $6,815 | $51,184-86.7% | $66,439-89.7% | $86,983-92.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 17.08% | 17.07%0pp | 757.66%-740.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,203 | $2,023-40.6% | $2,637-54.4% | $2,584-53.5% |
| Participant deferral / active EE | $1,402 | $2,927-52.1% | $3,876-63.8% | $4,194-66.6% |
| Admin fee / account holder | $20 | $4,154-99.5% | $6,173-99.7% | $7,856-99.7% |