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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 | $13,834 | $78,705-82.4% | $117,860-88.3% | $70,124-80.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.42% | 23.30%-5.9pp | 335.10%-317.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,073 | $2,223-51.7% | $3,786-71.6% | $2,342-54.2% |
| Participant deferral / active EE | $2,181 | $3,297-33.9% | $4,482-51.3% | $3,332-34.5% |
| Admin fee / account holder | $40 | $5,065-99.2% | $8,021-99.5% | $4,645-99.1% |