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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 | $13,429 | $84,233-84.1% | $170,436-92.1% | $70,131-80.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 103.21% | 23.06%+80.1pp | 205.94%-102.7pp | 73.14%+30.1pp |
| Employer contribution / active EE | $2,432 | $3,387-28.2% | $5,433-55.2% | $2,342+3.8% |
| Participant deferral / active EE | $3,225 | $3,086+4.5% | $4,939-34.7% | $3,332-3.2% |
| Admin fee / account holder | $54 | $5,698-99.1% | $13,880-99.6% | $4,645-98.8% |