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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 | $16,185 | $178,174-90.9% | $156,181-89.6% | $137,256-88.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 27.13% | 84.19%-57.1pp | 64.87%-37.7pp | 220.34%-193.2pp |
| Employer contribution / active EE | $1,690 | $4,972-66.0% | $4,294-60.6% | $4,156-59.3% |
| Participant deferral / active EE | $3,147 | $6,888-54.3% | $6,132-48.7% | $6,407-50.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |