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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 | $21,369 | $135,956-84.3% | $123,894-82.8% | $273,972-92.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 26.09% | 56.63%-30.5pp | 47.52%-21.4pp | 41.46%-15.4pp |
| Employer contribution / active EE | $7,700 | $5,170+48.9% | $4,617+66.8% | $4,869+58.2% |
| Participant deferral / active EE | $8,420 | $6,343+32.8% | $5,984+40.7% | $5,287+59.3% |
| Admin fee / account holder | $104 | $9,817-98.9% | $8,357-98.8% | $10,133-99.0% |