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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 | $19,399 | $96,137-79.8% | $136,007-85.7% | $80,874-76.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.21% | 28.70%-12.5pp | 579.32%-563.1pp | 35.62%-19.4pp |
| Employer contribution / active EE | $2,012 | $3,350-40.0% | $4,215-52.3% | $2,756-27.0% |
| Participant deferral / active EE | $2,215 | $5,706-61.2% | $7,024-68.5% | $4,297-48.4% |
| Admin fee / account holder | $115 | $8,236-98.6% | $6,858-98.3% | $6,935-98.3% |