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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 | $13,157 | $98,776-86.7% | $149,745-91.2% | $79,856-83.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.20% | 27.38%-7.2pp | 276.72%-256.5pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,677 | $3,217-47.9% | $4,646-63.9% | $2,471-32.2% |
| Participant deferral / active EE | $3,209 | $5,681-43.5% | $6,843-53.1% | $3,741-14.2% |
| Admin fee / account holder | $10 | $6,053-99.8% | $9,312-99.9% | $5,306-99.8% |