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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 | $15,053 | $124,346-87.9% | $111,308-86.5% | $167,536-91.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 40.33% | 37.45%+2.9pp | 54.67%-14.3pp | 478.82%-438.5pp |
| Employer contribution / active EE | $1,201 | $3,437-65.1% | $2,732-56.0% | $4,839-75.2% |
| Participant deferral / active EE | $3,910 | $5,182-24.5% | $4,487-12.9% | $6,342-38.3% |
| Admin fee / account holder | $50 | $10,621-99.5% | $7,965-99.4% | $12,315-99.6% |