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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 | $19,785 | $228,352-91.3% | $185,835-89.4% | $158,966-87.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.19% | 40.81%-19.6pp | 35.96%-14.8pp | 302.95%-281.8pp |
| Employer contribution / active EE | $1,000 | $4,967-79.9% | $4,087-75.5% | $4,762-79.0% |
| Participant deferral / active EE | $1,527 | $6,416-76.2% | $5,633-72.9% | $5,983-74.5% |
| Admin fee / account holder | $37 | $11,867-99.7% | $9,502-99.6% | $11,250-99.7% |