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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 | $7,905 | $103,387-92.4% | $87,102-90.9% | $152,885-94.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.14% | 28.10%-8.0pp | 28.19%-8.0pp | 345.39%-325.2pp |
| Employer contribution / active EE | $1,303 | $3,221-59.5% | $2,521-48.3% | $4,763-72.6% |
| Participant deferral / active EE | $2,591 | $4,778-45.8% | $4,048-36.0% | $5,851-55.7% |
| Admin fee / account holder | $68 | $12,193-99.4% | $7,491-99.1% | $11,598-99.4% |