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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 | $17,867 | $106,894-83.3% | $84,016-78.7% | $152,870-88.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 26.35% | 104.99%-78.6pp | 71.31%-45.0pp | 345.34%-319.0pp |
| Employer contribution / active EE | $1,410 | $2,734-48.4% | $1,983-28.9% | $4,763-70.4% |
| Participant deferral / active EE | $3,088 | $4,011-23.0% | $3,239-4.6% | $5,850-47.2% |
| Admin fee / account holder | $0 | $8,286-100.0% | $6,101-100.0% | $11,597-100.0% |