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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 | $96,236-79.8% | $133,698-85.5% | $80,959-76.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 16.21% | 28.74%-12.5pp | 580.90%-564.7pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,012 | $3,350-40.0% | $4,218-52.3% | $2,757-27.0% |
| Participant deferral / active EE | $2,215 | $5,709-61.2% | $7,016-68.4% | $4,300-48.5% |
| Admin fee / account holder | $115 | $8,250-98.6% | $6,703-98.3% | $6,925-98.3% |