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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 | $21,288 | $98,240-78.3% | $82,313-74.1% | $147,585-85.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.91% | 30.85%-8.9pp | 25.88%-4.0pp | 578.58%-556.7pp |
| Employer contribution / active EE | $5,414 | $3,192+69.6% | $2,428+122.9% | $4,876+11.0% |
| Participant deferral / active EE | $6,924 | $4,383+58.0% | $3,706+86.8% | $5,439+27.3% |
| Admin fee / account holder | $49 | $8,563-99.4% | $5,608-99.1% | $10,886-99.6% |