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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 | $14,502 | $107,368-86.5% | $92,915-84.4% | $152,909-90.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.01% | 145.64%-125.6pp | 109.45%-89.4pp | 345.46%-325.5pp |
| Employer contribution / active EE | $2,002 | $4,222-52.6% | $3,653-45.2% | $4,764-58.0% |
| Participant deferral / active EE | $4,184 | $4,848-13.7% | $4,238-1.3% | $5,851-28.5% |
| Admin fee / account holder | $282 | $7,082-96.0% | $5,796-95.1% | $11,601-97.6% |