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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 | $11,400 | $91,179-87.5% | $178,499-93.6% | $79,852-85.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.55% | 24.19%-5.6pp | 151.10%-132.6pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,823 | $3,256-44.0% | $5,011-63.6% | $2,471-26.2% |
| Participant deferral / active EE | $1,889 | $3,236-41.6% | $5,202-63.7% | $3,740-49.5% |
| Admin fee / account holder | $135 | $6,749-98.0% | $13,986-99.0% | $5,306-97.4% |