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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 | $18,055 | $93,346-80.7% | $71,796-74.9% | $273,972-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.19% | 130.39%-118.2pp | 78.04%-65.8pp | 41.46%-29.3pp |
| Employer contribution / active EE | $3,246 | $2,733+18.8% | $1,924+68.7% | $4,869-33.3% |
| Participant deferral / active EE | $5,988 | $3,475+72.3% | $2,794+114.3% | $5,287+13.3% |
| Admin fee / account holder | $45 | $6,571-99.3% | $4,815-99.1% | $10,133-99.6% |