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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 | $10,474 | $152,592-93.1% | $125,180-91.6% | $152,885-93.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 35.26% | 54.84%-19.6pp | 43.79%-8.5pp | 345.39%-310.1pp |
| Employer contribution / active EE | $1,268 | $4,947-74.4% | $3,866-67.2% | $4,763-73.4% |
| Participant deferral / active EE | $2,870 | $5,868-51.1% | $4,937-41.9% | $5,851-50.9% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |