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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 | $17,017 | $105,198-83.8% | $159,455-89.3% | $85,856-80.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.19% | 45.08%-25.9pp | 263.63%-244.4pp | 318.58%-299.4pp |
| Employer contribution / active EE | $1,567 | $3,319-52.8% | $4,830-67.6% | $2,565-38.9% |
| Participant deferral / active EE | $3,381 | $5,946-43.1% | $7,353-54.0% | $3,952-14.4% |
| Admin fee / account holder | $33 | $6,934-99.5% | $10,800-99.7% | $6,261-99.5% |