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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 | $21,926 | $178,174-87.7% | $156,181-86.0% | $137,256-84.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.20% | 84.19%-64.0pp | 64.87%-44.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,196 | $4,972-55.8% | $4,294-48.9% | $4,156-47.2% |
| Participant deferral / active EE | $3,363 | $6,888-51.2% | $6,132-45.2% | $6,407-47.5% |
| Admin fee / account holder | $127 | $17,404-99.3% | $14,586-99.1% | $12,270-99.0% |