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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 | $21,119 | $127,790-83.5% | $106,554-80.2% | $167,553-87.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.25% | 33.88%-13.6pp | 26.80%-6.6pp | 478.89%-458.6pp |
| Employer contribution / active EE | $1,774 | $3,427-48.2% | $2,819-37.1% | $4,840-63.3% |
| Participant deferral / active EE | $2,690 | $5,088-47.1% | $4,398-38.8% | $6,343-57.6% |
| Admin fee / account holder | $0 | $11,231-100.0% | $7,408-100.0% | $12,316-100.0% |