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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 | $14,146 | $185,905-92.4% | $170,057-91.7% | $139,487-89.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.92% | 60.56%-32.6pp | 53.42%-25.5pp | 373.84%-345.9pp |
| Employer contribution / active EE | $1,971 | $7,597-74.1% | $6,790-71.0% | $4,755-58.5% |
| Participant deferral / active EE | $6,453 | $11,627-44.5% | $10,411-38.0% | $6,713-3.9% |
| Admin fee / account holder | $87 | $15,397-99.4% | $12,826-99.3% | $11,407-99.2% |