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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 | $14,756 | $155,555-90.5% | $146,866-90.0% | $155,188-90.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.13% | 115.41%-102.3pp | 102.85%-89.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,017 | $4,647-78.1% | $4,425-77.0% | $4,248-76.1% |
| Participant deferral / active EE | $2,617 | $8,044-67.5% | $7,759-66.3% | $6,531-59.9% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |