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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 | $11,761 | $115,814-89.8% | $101,275-88.4% | $158,982-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.04% | 56.16%-34.1pp | 46.48%-24.4pp | 302.99%-280.9pp |
| Employer contribution / active EE | $947 | $4,176-77.3% | $3,660-74.1% | $4,763-80.1% |
| Participant deferral / active EE | $1,689 | $4,958-65.9% | $4,371-61.4% | $5,983-71.8% |
| Admin fee / account holder | $41 | $7,249-99.4% | $5,948-99.3% | $11,252-99.6% |