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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 | $22,003 | $116,203-81.1% | $93,621-76.5% | $152,897-85.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 27.38% | 35.96%-8.6pp | 32.76%-5.4pp | 345.43%-318.1pp |
| Employer contribution / active EE | $2,158 | $3,219-33.0% | $2,719-20.6% | $4,764-54.7% |
| Participant deferral / active EE | $4,728 | $4,605+2.7% | $4,070+16.2% | $5,851-19.2% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |