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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 | $20,232 | $102,385-80.2% | $147,080-86.2% | $80,935-75.0% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.7%+24.4pp |
| Annual return | 15.98% | 135.09%-119.1pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $2,402 | $3,717-35.4% | $4,933-51.3% | $2,757-12.9% |
| Participant deferral / active EE | $3,248 | $6,651-51.2% | $8,066-59.7% | $4,299-24.5% |
| Admin fee / account holder | $63 | $7,951-99.2% | $12,989-99.5% | $6,924-99.1% |