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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 | $9,419 | $132,634-92.9% | $115,768-91.9% | $137,256-93.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.84% | 160.70%-142.9pp | 100.46%-82.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,115 | $3,360-66.8% | $2,940-62.1% | $4,156-73.2% |
| Participant deferral / active EE | $1,616 | $5,619-71.2% | $4,917-67.1% | $6,407-74.8% |
| Admin fee / account holder | $123 | $15,028-99.2% | $12,439-99.0% | $12,270-99.0% |