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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 | $20,045 | $201,264-90.0% | $184,185-89.1% | $145,978-86.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.08% | 29.00%-9.9pp | 28.81%-9.7pp | 550.52%-531.4pp |
| Employer contribution / active EE | $1,868 | $7,021-73.4% | $6,426-70.9% | $4,662-59.9% |
| Participant deferral / active EE | $4,516 | $9,806-53.9% | $9,132-50.5% | $6,690-32.5% |
| Admin fee / account holder | $94 | $16,376-99.4% | $13,909-99.3% | $13,400-99.3% |