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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 | $201,372-90.0% | $184,260-89.1% | $145,884-86.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.08% | 29.04%-10.0pp | 28.84%-9.8pp | 551.85%-532.8pp |
| Employer contribution / active EE | $1,868 | $7,024-73.4% | $6,427-70.9% | $4,662-59.9% |
| Participant deferral / active EE | $4,516 | $9,808-54.0% | $9,133-50.6% | $6,690-32.5% |
| Admin fee / account holder | $94 | $16,362-99.4% | $13,898-99.3% | $13,392-99.3% |