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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 | $8,556 | $103,008-91.7% | $90,304-90.5% | $152,897-94.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.11% | 95.22%-72.1pp | 78.13%-55.0pp | 345.43%-322.3pp |
| Employer contribution / active EE | $2,467 | $3,139-21.4% | $2,855-13.6% | $4,764-48.2% |
| Participant deferral / active EE | $2,383 | $4,281-44.3% | $3,885-38.7% | $5,851-59.3% |
| Admin fee / account holder | $129 | $6,175-97.9% | $5,354-97.6% | $11,599-98.9% |