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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 | $15,981 | $152,612-89.5% | $125,192-87.2% | $152,897-89.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.27% | 54.85%-26.6pp | 43.79%-15.5pp | 345.43%-317.2pp |
| Employer contribution / active EE | $1,747 | $4,947-64.7% | $3,866-54.8% | $4,764-63.3% |
| Participant deferral / active EE | $2,184 | $5,868-62.8% | $4,937-55.8% | $5,851-62.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |