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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 | $10,264 | $56,894-82.0% | $84,753-87.9% | $62,881-83.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 51.35% | 6.30%+45.1pp | 22.78%+28.6pp | 20.14%+31.2pp |
| Employer contribution / active EE | $10,635 | $2,400+343.1% | $3,574+197.5% | $2,281+366.2% |
| Participant deferral / active EE | $2,277 | $2,709-15.9% | $3,712-38.7% | $3,203-28.9% |
| Admin fee / account holder | $97 | $3,581-97.3% | $5,333-98.2% | $4,296-97.7% |