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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 | $18,709 | $106,923-82.5% | $84,023-77.7% | $152,909-87.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 30.36% | 105.02%-74.7pp | 71.32%-41.0pp | 345.46%-315.1pp |
| Employer contribution / active EE | $1,529 | $2,735-44.1% | $1,984-23.0% | $4,764-67.9% |
| Participant deferral / active EE | $3,159 | $4,013-21.3% | $3,239-2.5% | $5,851-46.0% |
| Admin fee / account holder | $99 | $8,289-98.8% | $6,102-98.4% | $11,601-99.1% |