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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 | $21,774 | $152,592-85.7% | $125,180-82.6% | $152,885-85.8% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 29.01% | 54.84%-25.8pp | 43.79%-14.8pp | 345.39%-316.4pp |
| Employer contribution / active EE | $1,820 | $4,947-63.2% | $3,866-52.9% | $4,763-61.8% |
| Participant deferral / active EE | $3,066 | $5,868-47.8% | $4,937-37.9% | $5,851-47.6% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |