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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 | $10,760 | $185,141-94.2% | $153,416-93.0% | $155,188-93.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 22.82% | 18.72%+4.1pp | 17.84%+5.0pp | 148.84%-126.0pp |
| Employer contribution / active EE | $3,333 | $4,489-25.8% | $3,764-11.4% | $4,248-21.5% |
| Participant deferral / active EE | $2,305 | $5,477-57.9% | $4,723-51.2% | $6,531-64.7% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |