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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 | $13,521 | $115,903-88.3% | $100,528-86.5% | $158,966-91.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.21% | 34.80%-14.6pp | 30.90%-10.7pp | 302.95%-282.7pp |
| Employer contribution / active EE | $792 | $4,105-80.7% | $3,419-76.8% | $4,762-83.4% |
| Participant deferral / active EE | $2,257 | $6,677-66.2% | $6,271-64.0% | $5,983-62.3% |
| Admin fee / account holder | $75 | $11,000-99.3% | $8,084-99.1% | $11,250-99.3% |