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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 | $8,257 | $107,015-92.3% | $73,545-88.8% | $147,585-94.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 8.23% | 38.25%-30.0pp | -15.16%+23.4pp | 578.56%-570.3pp |
| Employer contribution / active EE | $7,011 | $1,760+298.3% | $1,219+475.2% | $4,876+43.8% |
| Participant deferral / active EE | $3,580 | $2,462+45.4% | $1,806+98.2% | $5,439-34.2% |
| Admin fee / account holder | $134 | $3,055-95.6% | $2,320-94.2% | $10,885-98.8% |