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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 | $21,613 | $93,598-76.9% | $135,974-84.1% | $75,173-71.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.70% | 30.89%-14.2pp | 68.30%-51.6pp | 160.72%-144.0pp |
| Employer contribution / active EE | $1,901 | $3,538-46.3% | $4,859-60.9% | $2,671-28.8% |
| Participant deferral / active EE | $3,071 | $6,405-52.1% | $7,760-60.4% | $4,126-25.6% |
| Admin fee / account holder | $2 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |