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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 | $19,069 | $89,364-78.7% | $141,177-86.5% | $72,983-73.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 35.26% | 111.86%-76.6pp | 71.40%-36.1pp | 81.01%-45.7pp |
| Employer contribution / active EE | $3,681 | $3,115+18.2% | $4,736-22.3% | $2,440+50.9% |
| Participant deferral / active EE | $6,924 | $5,419+27.8% | $6,710+3.2% | $3,608+91.9% |
| Admin fee / account holder | $59 | $5,959-99.0% | $10,263-99.4% | $5,124-98.9% |