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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 | $9,423 | $117,895-92.0% | $102,460-90.8% | $145,897-93.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 31.92%-16.7pp | 29.47%-14.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,618 | $3,619-55.3% | $3,025-46.5% | $4,663-65.3% |
| Participant deferral / active EE | $2,191 | $5,736-61.8% | $5,056-56.7% | $6,689-67.3% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |