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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 | $16,386 | $106,923-84.7% | $84,023-80.5% | $152,909-89.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 27.85% | 105.02%-77.2pp | 71.32%-43.5pp | 345.46%-317.6pp |
| Employer contribution / active EE | $3,933 | $2,735+43.8% | $1,984+98.2% | $4,764-17.4% |
| Participant deferral / active EE | $3,836 | $4,013-4.4% | $3,239+18.4% | $5,851-34.4% |
| Admin fee / account holder | $113 | $8,289-98.6% | $6,102-98.2% | $11,601-99.0% |