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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 | $14,003 | $129,737-89.2% | $119,126-88.2% | $154,746-91.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.22% | 379.08%-367.9pp | 282.11%-270.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,194 | $4,375-49.9% | $4,034-45.6% | $4,379-49.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25 | $11,961-99.8% | $10,693-99.8% | $14,365-99.8% |