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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 | $17,891 | $102,422-82.5% | $147,117-87.8% | $80,959-77.9% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 28.55% | 135.16%-106.6pp | 420.54%-392.0pp | 35.67%-7.1pp |
| Employer contribution / active EE | $1,903 | $3,717-48.8% | $4,932-61.4% | $2,757-31.0% |
| Participant deferral / active EE | $3,311 | $6,652-50.2% | $8,065-58.9% | $4,300-23.0% |
| Admin fee / account holder | $130 | $7,953-98.4% | $12,993-99.0% | $6,925-98.1% |