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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 | $21,080 | $152,074-86.1% | $137,474-84.7% | $198,609-89.4% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 30.81% | 10.68%+20.1pp | 11.53%+19.3pp | 202.70%-171.9pp |
| Employer contribution / active EE | $4,556 | $5,444-16.3% | $5,048-9.8% | $5,055-9.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $6,155-100.0% | $6,977-100.0% |
| Admin fee / account holder | $267 | $11,950-97.8% | $10,602-97.5% | $19,030-98.6% |