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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 | $9,548 | $108,942-91.2% | $100,415-90.5% | $145,897-93.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.27% | 58.27%-37.0pp | 49.47%-28.2pp | 552.29%-531.0pp |
| Employer contribution / active EE | $1,706 | $4,422-61.4% | $3,943-56.7% | $4,663-63.4% |
| Participant deferral / active EE | $2,525 | $8,461-70.2% | $8,091-68.8% | $6,689-62.3% |
| Admin fee / account holder | $54 | $9,702-99.4% | $7,906-99.3% | $13,390-99.6% |