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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 | $11,406 | $111,787-89.8% | $93,681-87.8% | $145,978-92.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.82% | 203.52%-188.7pp | 133.47%-118.7pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,835 | $3,093-40.7% | $2,422-24.2% | $4,662-60.6% |
| Participant deferral / active EE | $2,902 | $4,918-41.0% | $4,415-34.3% | $6,690-56.6% |
| Admin fee / account holder | $75 | $10,256-99.3% | $8,290-99.1% | $13,400-99.4% |