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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 | $16,011 | $105,856-84.9% | $90,161-82.2% | $147,585-89.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 39.97% | 37.63%+2.3pp | 34.89%+5.1pp | 578.58%-538.6pp |
| Employer contribution / active EE | $3,067 | $4,126-25.7% | $3,318-7.6% | $4,876-37.1% |
| Participant deferral / active EE | $7,442 | $5,733+29.8% | $5,287+40.7% | $5,439+36.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |