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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 | $12,012 | $227,597-94.7% | $189,575-93.7% | $167,536-92.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.57% | 78.44%-61.9pp | 64.19%-47.6pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,497 | $5,316-71.8% | $4,412-66.1% | $4,839-69.1% |
| Participant deferral / active EE | $3,012 | $7,002-57.0% | $6,174-51.2% | $6,342-52.5% |
| Admin fee / account holder | $197 | $11,877-98.3% | $9,806-98.0% | $12,315-98.4% |