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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 | $7,684 | $112,729-93.2% | $98,716-92.2% | $137,256-94.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.75% | 38.48%-18.7pp | 31.81%-12.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $900 | $2,725-67.0% | $2,279-60.5% | $4,156-78.3% |
| Participant deferral / active EE | $2,730 | $4,640-41.2% | $4,048-32.6% | $6,407-57.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |