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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 | $11,889 | $115,810-89.7% | $101,271-88.3% | $158,966-92.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.45% | 56.15%-27.7pp | 46.48%-18.0pp | 302.95%-274.5pp |
| Employer contribution / active EE | $2,281 | $4,175-45.4% | $3,660-37.7% | $4,762-52.1% |
| Participant deferral / active EE | $4,648 | $4,958-6.3% | $4,371+6.3% | $5,983-22.3% |
| Admin fee / account holder | $46 | $7,248-99.4% | $5,948-99.2% | $11,250-99.6% |