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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 | $16,907 | $154,193-89.0% | $130,045-87.0% | $139,466-87.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.20% | 32.51%-12.3pp | -137.30%+157.5pp | 373.66%-353.5pp |
| Employer contribution / active EE | $1,143 | $5,292-78.4% | $4,321-73.6% | $4,754-76.0% |
| Participant deferral / active EE | $7,868 | $6,709+17.3% | $5,820+35.2% | $6,712+17.2% |
| Admin fee / account holder | $4 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |