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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 | $18,264 | $178,174-89.7% | $156,181-88.3% | $137,256-86.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.19% | 84.19%-62.0pp | 64.87%-42.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,346 | $4,972-52.8% | $4,294-45.4% | $4,156-43.5% |
| Participant deferral / active EE | $4,020 | $6,888-41.6% | $6,132-34.5% | $6,407-37.3% |
| Admin fee / account holder | $112 | $17,404-99.4% | $14,586-99.2% | $12,270-99.1% |