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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 | $17,938 | $156,616-88.5% | $133,346-86.5% | $198,609-91.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 27.70% | 44.25%-16.6pp | 36.85%-9.2pp | 202.70%-175.0pp |
| Employer contribution / active EE | $1,156 | $3,368-65.7% | $2,853-59.5% | $5,055-77.1% |
| Participant deferral / active EE | $3,903 | $4,920-20.7% | $4,332-9.9% | $6,977-44.1% |
| Admin fee / account holder | $112 | $17,468-99.4% | $14,264-99.2% | $19,030-99.4% |