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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 | $15,515 | $140,578-89.0% | $100,671-84.6% | $125,389-87.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.06% | 24.67%-26.7pp | 20.43%-22.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $9,853 | $5,965+65.2% | $4,012+145.6% | $4,866+102.5% |
| Participant deferral / active EE | $2,844 | $3,981-28.6% | $3,144-9.5% | $5,352-46.9% |
| Admin fee / account holder | $268 | $6,716-96.0% | $4,850-94.5% | $9,541-97.2% |