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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 | $18,672 | $113,338-83.5% | $94,993-80.3% | $147,585-87.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.31% | 20.80%-5.5pp | 27.14%-11.8pp | 578.58%-563.3pp |
| Employer contribution / active EE | $5,321 | $3,160+68.4% | $2,603+104.4% | $4,876+9.1% |
| Participant deferral / active EE | $4,647 | $3,777+23.0% | $3,317+40.1% | $5,439-14.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |