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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 | $15,763 | $106,923-85.3% | $84,023-81.2% | $152,909-89.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.82% | 105.02%-79.2pp | 71.32%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $1,880 | $2,735-31.3% | $1,984-5.2% | $4,764-60.5% |
| Participant deferral / active EE | $1,880 | $4,013-53.1% | $3,239-42.0% | $5,851-67.9% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |