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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 | $12,612 | $149,741-91.6% | $118,914-89.4% | $158,982-92.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.55% | 19.94%-5.4pp | 35.89%-21.3pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,508 | $4,119-39.1% | $3,264-23.2% | $4,763-47.4% |
| Participant deferral / active EE | $3,074 | $5,226-41.2% | $4,266-27.9% | $5,983-48.6% |
| Admin fee / account holder | $10 | $8,607-99.9% | $6,582-99.9% | $11,252-99.9% |