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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 | $6,162 | $100,073-93.8% | $85,126-92.8% | $145,877-95.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.83% | 84.11%-68.3pp | 66.63%-50.8pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,188 | $3,236-63.3% | $2,731-56.5% | $4,663-74.5% |
| Participant deferral / active EE | $1,188 | $5,294-77.6% | $4,523-73.7% | $6,691-82.2% |
| Admin fee / account holder | $22 | $7,261-99.7% | $6,160-99.6% | $13,402-99.8% |