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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 | $14,689 | $154,228-90.5% | $145,433-89.9% | $137,256-89.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.61% | 74.59%-48.0pp | 66.58%-40.0pp | 220.34%-193.7pp |
| Employer contribution / active EE | $2,836 | $4,804-41.0% | $4,554-37.7% | $4,156-31.8% |
| Participant deferral / active EE | $3,209 | $8,216-60.9% | $7,897-59.4% | $6,407-49.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |