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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 | $15,963 | $152,460-89.5% | $118,746-86.6% | $147,585-89.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 16.57% | 17.41%-0.8pp | 24.54%-8.0pp | 578.57%-562.0pp |
| Employer contribution / active EE | $1,097 | $5,046-78.3% | $4,193-73.8% | $4,876-77.5% |
| Participant deferral / active EE | $7,018 | $6,212+13.0% | $5,332+31.6% | $5,439+29.0% |
| Admin fee / account holder | $25 | $16,953-99.9% | $10,720-99.8% | $10,885-99.8% |