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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 | $7,401 | $103,000-92.8% | $90,300-91.8% | $152,885-95.2% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.5%+10.4pp |
| Annual return | 23.14% | 95.19%-72.1pp | 78.11%-55.0pp | 345.39%-322.2pp |
| Employer contribution / active EE | $885 | $3,138-71.8% | $2,854-69.0% | $4,763-81.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5 | $6,173-99.9% | $5,353-99.9% | $11,598-100.0% |