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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 | $17,128 | $228,395-92.5% | $185,861-90.8% | $158,982-89.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.76% | 40.82%-24.1pp | 35.96%-19.2pp | 302.99%-286.2pp |
| Employer contribution / active EE | $1,025 | $4,968-79.4% | $4,088-74.9% | $4,763-78.5% |
| Participant deferral / active EE | $2,483 | $6,417-61.3% | $5,634-55.9% | $5,983-58.5% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |