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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 | $11,307 | $124,314-90.9% | $109,163-89.6% | $167,518-93.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.46% | 26.04%-14.6pp | 25.75%-14.3pp | 478.71%-467.3pp |
| Employer contribution / active EE | $7,404 | $4,209+75.9% | $3,723+98.9% | $4,838+53.0% |
| Participant deferral / active EE | $2,489 | $5,256-52.7% | $4,654-46.5% | $6,342-60.8% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |