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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 | $19,277 | $113,941-83.1% | $94,229-79.5% | $125,389-84.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.67% | 5.29%-4.6pp | 10.68%-10.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $6,106 | $4,727+29.2% | $3,587+70.2% | $4,866+25.5% |
| Participant deferral / active EE | $6,422 | $5,179+24.0% | $4,320+48.6% | $5,352+20.0% |
| Admin fee / account holder | $19 | $8,392-99.8% | $6,269-99.7% | $9,541-99.8% |