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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 | $8,142 | $111,814-92.7% | $103,374-92.1% | $145,959-94.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.60% | 24.77%-4.2pp | 24.89%-4.3pp | 561.95%-541.4pp |
| Employer contribution / active EE | $2,461 | $4,214-41.6% | $3,869-36.4% | $4,661-47.2% |
| Participant deferral / active EE | $5,383 | $5,618-4.2% | $5,058+6.4% | $6,689-19.5% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |