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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 | $5,955 | $100,262-94.1% | $81,370-92.7% | $145,897-95.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.43% | 34.52%-17.1pp | 24.85%-7.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,105 | $2,979-62.9% | $2,464-55.2% | $4,663-76.3% |
| Participant deferral / active EE | $1,105 | $4,612-76.0% | $3,885-71.6% | $6,689-83.5% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |