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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 | $12,720 | $127,790-90.0% | $106,555-88.1% | $167,536-92.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.82% | 33.88%-19.1pp | 26.80%-12.0pp | 478.82%-464.0pp |
| Employer contribution / active EE | $2,020 | $3,428-41.1% | $2,819-28.4% | $4,839-58.3% |
| Participant deferral / active EE | $3,378 | $5,088-33.6% | $4,399-23.2% | $6,342-46.7% |
| Admin fee / account holder | $48 | $11,229-99.6% | $7,408-99.4% | $12,315-99.6% |