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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 | $14,760 | $166,089-91.1% | $164,928-91.1% | $145,978-89.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 27.33% | 100.26%-72.9pp | 70.08%-42.8pp | 550.52%-523.2pp |
| Employer contribution / active EE | $1,466 | $5,276-72.2% | $4,343-66.3% | $4,662-68.6% |
| Participant deferral / active EE | $4,832 | $6,961-30.6% | $6,034-19.9% | $6,690-27.8% |
| Admin fee / account holder | $256 | $16,641-98.5% | $12,684-98.0% | $13,400-98.1% |