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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 | $10,555 | $60,139-82.4% | $90,461-88.3% | $79,856-86.8% |
| Participation rate | 83.1% | 65.0%+18.1pp | 72.7%+10.4pp | 69.6%+13.4pp |
| Annual return | 14.84% | 71.96%-57.1pp | 1294.76%-1279.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $782 | $2,069-62.2% | $3,264-76.0% | $2,471-68.4% |
| Participant deferral / active EE | $885 | $2,939-69.9% | $3,964-77.7% | $3,741-76.3% |
| Admin fee / account holder | $166 | $3,978-95.8% | $5,617-97.0% | $5,306-96.9% |