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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 | $10,371 | $110,379-90.6% | $102,412-89.9% | $145,884-92.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.17% | 24.84%-8.7pp | 24.94%-8.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,113 | $4,216-49.9% | $3,870-45.4% | $4,662-54.7% |
| Participant deferral / active EE | $2,527 | $5,622-55.1% | $5,060-50.1% | $6,690-62.2% |
| Admin fee / account holder | $25 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |