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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 | $7,681 | $110,379-93.0% | $102,412-92.5% | $145,884-94.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 24.84%-11.5pp | 24.94%-11.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,819 | $4,216-56.8% | $3,870-53.0% | $4,662-61.0% |
| Participant deferral / active EE | $1,836 | $5,622-67.3% | $5,060-63.7% | $6,690-72.6% |
| Admin fee / account holder | $76 | $9,745-99.2% | $8,388-99.1% | $13,392-99.4% |