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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 | $10,988 | $176,402-93.8% | $134,162-91.8% | $158,966-93.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.98% | 63.66%-38.7pp | 36.35%-11.4pp | 302.95%-278.0pp |
| Employer contribution / active EE | $1,057 | $5,042-79.0% | $3,705-71.5% | $4,762-77.8% |
| Participant deferral / active EE | $5,109 | $4,093+24.8% | $3,500+46.0% | $5,983-14.6% |
| Admin fee / account holder | $41 | $8,719-99.5% | $6,685-99.4% | $11,250-99.6% |