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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 | $8,963 | $107,944-91.7% | $91,994-90.3% | $152,885-94.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 32.67% | 89.26%-56.6pp | 69.03%-36.4pp | 345.39%-312.7pp |
| Employer contribution / active EE | $1,395 | $4,210-66.9% | $3,452-59.6% | $4,763-70.7% |
| Participant deferral / active EE | $5,598 | $6,365-12.1% | $5,923-5.5% | $5,851-4.3% |
| Admin fee / account holder | $167 | $10,521-98.4% | $7,743-97.8% | $11,598-98.6% |