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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 | $9,165 | $107,030-91.4% | $73,550-87.5% | $147,586-93.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 29.66% | 38.25%-8.6pp | -15.16%+44.8pp | 578.59%-548.9pp |
| Employer contribution / active EE | $1,541 | $1,760-12.5% | $1,219+26.4% | $4,876-68.4% |
| Participant deferral / active EE | $3,967 | $2,458+61.4% | $1,804+119.9% | $5,439-27.1% |
| Admin fee / account holder | $12 | $3,055-99.6% | $2,320-99.5% | $10,886-99.9% |