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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 | $9,185 | $110,337-91.7% | $102,383-91.0% | $145,877-93.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.17% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,247 | $4,216-70.4% | $3,870-67.8% | $4,663-73.3% |
| Participant deferral / active EE | $2,053 | $5,621-63.5% | $5,060-59.4% | $6,691-69.3% |
| Admin fee / account holder | $50 | $9,750-99.5% | $8,391-99.4% | $13,402-99.6% |