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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 | $5,560 | $110,303-95.0% | $95,759-94.2% | $139,487-96.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 53.58% | 27.19%+26.4pp | 28.42%+25.2pp | 373.84%-320.3pp |
| Employer contribution / active EE | $1,787 | $3,261-45.2% | $2,836-37.0% | $4,755-62.4% |
| Participant deferral / active EE | $2,153 | $4,674-54.0% | $4,244-49.3% | $6,713-67.9% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |