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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 | $24,869 | $149,679-83.4% | $117,039-78.8% | $147,586-83.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 20.03% | 19.31%+0.7pp | 18.95%+1.1pp | 578.59%-558.6pp |
| Employer contribution / active EE | $2,489 | $4,937-49.6% | $3,785-34.2% | $4,876-49.0% |
| Participant deferral / active EE | $4,174 | $4,912-15.0% | $3,929+6.2% | $5,439-23.3% |
| Admin fee / account holder | $242 | $7,856-96.9% | $5,974-96.0% | $10,886-97.8% |