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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 | $10,985 | $115,810-90.5% | $101,271-89.2% | $158,966-93.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 35.00% | 56.15%-21.2pp | 46.48%-11.5pp | 302.95%-268.0pp |
| Employer contribution / active EE | $1,325 | $4,175-68.3% | $3,660-63.8% | $4,762-72.2% |
| Participant deferral / active EE | $2,302 | $4,958-53.6% | $4,371-47.3% | $5,983-61.5% |
| Admin fee / account holder | $32 | $7,248-99.6% | $5,948-99.5% | $11,250-99.7% |