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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 | $17,870 | $166,131-89.2% | $164,975-89.2% | $145,877-87.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.39% | 100.37%-84.0pp | 70.12%-53.7pp | 551.28%-534.9pp |
| Employer contribution / active EE | $2,500 | $5,276-52.6% | $4,343-42.4% | $4,663-46.4% |
| Participant deferral / active EE | $5,305 | $6,962-23.8% | $6,033-12.1% | $6,691-20.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |