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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 | $14,546 | $165,584-91.2% | $142,942-89.8% | $137,256-89.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 21.63% | 164.22%-142.6pp | 113.70%-92.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,955 | $4,725-58.6% | $4,139-52.8% | $4,156-53.0% |
| Participant deferral / active EE | $3,165 | $8,194-61.4% | $7,128-55.6% | $6,407-50.6% |
| Admin fee / account holder | $139 | $16,167-99.1% | $12,475-98.9% | $12,270-98.9% |