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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 | $11,854 | $100,901-88.3% | $75,501-84.3% | $147,585-92.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 24.39% | 35.78%-11.4pp | 27.35%-3.0pp | 578.58%-554.2pp |
| Employer contribution / active EE | $1,779 | $3,253-45.3% | $2,352-24.4% | $4,876-63.5% |
| Participant deferral / active EE | $2,642 | $4,027-34.4% | $3,142-15.9% | $5,439-51.4% |
| Admin fee / account holder | $185 | $11,285-98.4% | $5,801-96.8% | $10,886-98.3% |