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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 | $7,404 | $117,895-93.7% | $102,460-92.8% | $145,897-94.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.69% | 31.92%-15.2pp | 29.47%-12.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,510 | $3,619-58.3% | $3,025-50.1% | $4,663-67.6% |
| Participant deferral / active EE | $1,796 | $5,736-68.7% | $5,056-64.5% | $6,689-73.2% |
| Admin fee / account holder | $25 | $13,353-99.8% | $9,460-99.7% | $13,390-99.8% |