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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 | $13,983 | $107,363-87.0% | $92,909-84.9% | $152,897-90.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 27.78% | 145.63%-117.9pp | 109.44%-81.7pp | 345.43%-317.7pp |
| Employer contribution / active EE | $907 | $4,222-78.5% | $3,653-75.2% | $4,764-81.0% |
| Participant deferral / active EE | $2,299 | $4,848-52.6% | $4,238-45.8% | $5,851-60.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |