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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 | $18,907 | $135,956-86.1% | $123,894-84.7% | $273,972-93.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.58% | 56.63%-49.1pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $6,333 | $5,170+22.5% | $4,617+37.2% | $4,869+30.1% |
| Participant deferral / active EE | $13,058 | $6,343+105.9% | $5,984+118.2% | $5,287+147.0% |
| Admin fee / account holder | $92 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |