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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 | $12,100 | $208,088-94.2% | $186,193-93.5% | $154,746-92.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 27.66% | 89.97%-62.3pp | 78.03%-50.4pp | 172.34%-144.7pp |
| Employer contribution / active EE | $1,400 | $4,340-67.7% | $3,918-64.3% | $4,379-68.0% |
| Participant deferral / active EE | $4,400 | $7,078-37.8% | $6,513-32.4% | $6,730-34.6% |
| Admin fee / account holder | $24 | $11,698-99.8% | $11,058-99.8% | $14,365-99.8% |