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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 | $10,287 | $106,247-90.3% | $96,515-89.3% | $139,466-92.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 50.66% | 38.47%+12.2pp | 35.73%+14.9pp | 373.66%-323.0pp |
| Employer contribution / active EE | $2,593 | $4,106-36.9% | $3,740-30.7% | $4,754-45.5% |
| Participant deferral / active EE | $4,361 | $5,456-20.1% | $4,880-10.6% | $6,712-35.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |