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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 | $10,651 | $63,861-83.3% | $104,625-89.8% | $79,852-86.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 25.01% | 21.30%+3.7pp | 340.60%-315.6pp | 31.72%-6.7pp |
| Employer contribution / active EE | $5,101 | $1,588+221.2% | $2,681+90.2% | $2,471+106.4% |
| Participant deferral / active EE | $2,486 | $2,693-7.7% | $3,738-33.5% | $3,740-33.5% |
| Admin fee / account holder | $142 | $4,185-96.6% | $6,465-97.8% | $5,306-97.3% |