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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 | $24,665 | $152,619-83.8% | $125,195-80.3% | $152,909-83.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.56% | 54.85%-36.3pp | 43.79%-25.2pp | 345.46%-326.9pp |
| Employer contribution / active EE | $1,639 | $4,947-66.9% | $3,866-57.6% | $4,764-65.6% |
| Participant deferral / active EE | $2,730 | $5,869-53.5% | $4,937-44.7% | $5,851-53.3% |
| Admin fee / account holder | $17 | $13,437-99.9% | $9,704-99.8% | $11,601-99.9% |