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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 | $16,225 | $115,810-86.0% | $101,271-84.0% | $158,966-89.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 22.64% | 56.15%-33.5pp | 46.48%-23.8pp | 302.95%-280.3pp |
| Employer contribution / active EE | $1,351 | $4,175-67.6% | $3,660-63.1% | $4,762-71.6% |
| Participant deferral / active EE | $1,590 | $4,958-67.9% | $4,371-63.6% | $5,983-73.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |