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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 | $17,470 | $89,367-80.5% | $141,191-87.6% | $72,975-76.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.56% | 111.87%-82.3pp | 71.41%-41.9pp | 81.01%-51.5pp |
| Employer contribution / active EE | $4,286 | $3,115+37.6% | $4,736-9.5% | $2,440+75.6% |
| Participant deferral / active EE | $6,443 | $5,419+18.9% | $6,710-4.0% | $3,608+78.6% |
| Admin fee / account holder | $139 | $5,957-97.7% | $10,264-98.6% | $5,124-97.3% |