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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 | $12,455 | $99,652-87.5% | $78,778-84.2% | $147,586-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 30.79% | 47.28%-16.5pp | 35.62%-4.8pp | 578.59%-547.8pp |
| Employer contribution / active EE | $1,117 | $2,796-60.1% | $1,986-43.8% | $4,876-77.1% |
| Participant deferral / active EE | $4,665 | $3,664+27.3% | $2,958+57.7% | $5,439-14.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |