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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 | $15,738 | $89,370-82.4% | $141,197-88.9% | $72,976-78.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.20% | 111.88%-83.7pp | 71.41%-43.2pp | 81.02%-52.8pp |
| Employer contribution / active EE | $1,527 | $3,115-51.0% | $4,736-67.8% | $2,440-37.4% |
| Participant deferral / active EE | $2,470 | $5,419-54.4% | $6,710-63.2% | $3,608-31.5% |
| Admin fee / account holder | $150 | $5,957-97.5% | $10,265-98.5% | $5,124-97.1% |