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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 | $15,991 | $112,915-85.8% | $90,965-82.4% | $158,950-89.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.02% | 215.75%-197.7pp | 134.57%-116.5pp | 302.91%-284.9pp |
| Employer contribution / active EE | $686 | $2,894-76.3% | $2,122-67.7% | $4,762-85.6% |
| Participant deferral / active EE | $3,714 | $4,128-10.0% | $3,373+10.1% | $5,983-37.9% |
| Admin fee / account holder | $18 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |