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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 | $8,475 | $117,895-92.8% | $102,460-91.7% | $145,897-94.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.78% | 31.92%-21.1pp | 29.47%-18.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,219 | $3,619-66.3% | $3,025-59.7% | $4,663-73.9% |
| Participant deferral / active EE | $2,438 | $5,736-57.5% | $5,056-51.8% | $6,689-63.5% |
| Admin fee / account holder | $51 | $13,353-99.6% | $9,460-99.5% | $13,390-99.6% |