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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 | $10,469 | $48,053-78.2% | $84,637-87.6% | $72,976-85.7% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 18.41% | 37.39%-19.0pp | 258.82%-240.4pp | 81.02%-62.6pp |
| Employer contribution / active EE | $1,011 | $1,602-36.9% | $2,653-61.9% | $2,440-58.6% |
| Participant deferral / active EE | $946 | $2,681-64.7% | $3,900-75.7% | $3,608-73.8% |
| Admin fee / account holder | $216 | $3,395-93.6% | $4,914-95.6% | $5,124-95.8% |