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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 | $3,842 | $110,410-96.5% | $102,437-96.2% | $145,897-97.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,300 | $4,217-69.2% | $3,871-66.4% | $4,663-72.1% |
| Participant deferral / active EE | $1,971 | $5,622-64.9% | $5,060-61.0% | $6,689-70.5% |
| Admin fee / account holder | $102 | $9,745-99.0% | $8,388-98.8% | $13,390-99.2% |