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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 | $13,076 | $52,967-75.3% | $172,753-92.4% | $65,186-79.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.95% | 30.12%-11.2pp | 803.00%-784.1pp | 29.39%-10.4pp |
| Employer contribution / active EE | $1,706 | $2,190-22.1% | $5,144-66.8% | $2,177-21.6% |
| Participant deferral / active EE | $2,930 | $2,471+18.6% | $5,198-43.6% | $3,514-16.6% |
| Admin fee / account holder | $76 | $472-83.8% | $13,956-99.5% | $847-91.0% |