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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 | $11,534 | $85,171-86.5% | $172,753-93.3% | $72,976-84.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.30% | 27.32%-4.0pp | 803.00%-779.7pp | 81.02%-57.7pp |
| Employer contribution / active EE | $1,468 | $3,324-55.8% | $5,144-71.5% | $2,440-39.8% |
| Participant deferral / active EE | $987 | $3,260-69.7% | $5,198-81.0% | $3,608-72.6% |
| Admin fee / account holder | $92 | $5,880-98.4% | $13,956-99.3% | $5,124-98.2% |