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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 | $50,554-86.5% | $67,681-89.9% | $87,485-92.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 17.08% | 17.81%-0.7pp | 590.58%-573.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,203 | $1,988-39.5% | $2,678-55.1% | $2,596-53.7% |
| Participant deferral / active EE | $1,402 | $2,961-52.7% | $3,976-64.7% | $4,274-67.2% |
| Admin fee / account holder | $20 | $4,132-99.5% | $6,100-99.7% | $7,775-99.7% |