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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 | $14,135 | $107,341-86.8% | $92,897-84.8% | $152,870-90.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.21% | 145.59%-123.4pp | 109.42%-87.2pp | 345.34%-323.1pp |
| Employer contribution / active EE | $1,018 | $4,221-75.9% | $3,653-72.1% | $4,763-78.6% |
| Participant deferral / active EE | $4,165 | $4,847-14.1% | $4,238-1.7% | $5,850-28.8% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |