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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 | $20,062 | $102,422-80.4% | $147,117-86.4% | $80,959-75.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.14% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,800 | $3,717-24.7% | $4,932-43.2% | $2,757+1.6% |
| Participant deferral / active EE | $3,869 | $6,652-41.8% | $8,065-52.0% | $4,300-10.0% |
| Admin fee / account holder | $253 | $7,953-96.8% | $12,993-98.1% | $6,925-96.3% |