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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 | $13,112 | $101,063-87.0% | $81,473-83.9% | $147,586-91.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 25.64% | 32.41%-6.8pp | 38.78%-13.1pp | 578.59%-553.0pp |
| Employer contribution / active EE | $1,059 | $3,206-67.0% | $2,568-58.8% | $4,876-78.3% |
| Participant deferral / active EE | $2,674 | $4,242-37.0% | $3,537-24.4% | $5,439-50.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |