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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 | $20,237 | $135,956-85.1% | $123,894-83.7% | $273,972-92.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.20% | 56.63%-45.4pp | 47.52%-36.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $4,355 | $5,170-15.8% | $4,617-5.7% | $4,869-10.6% |
| Participant deferral / active EE | $4,704 | $6,343-25.8% | $5,984-21.4% | $5,287-11.0% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |