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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 | $10,240 | $81,664-87.5% | $70,476-85.5% | $158,966-93.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.11% | 208.59%-195.5pp | 109.12%-96.0pp | 302.95%-289.8pp |
| Employer contribution / active EE | $1,305 | $3,219-59.5% | $2,738-52.3% | $4,762-72.6% |
| Participant deferral / active EE | $2,086 | $4,556-54.2% | $3,710-43.8% | $5,983-65.1% |
| Admin fee / account holder | $88 | $6,197-98.6% | $3,847-97.7% | $11,250-99.2% |