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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 | $21,466 | $178,174-88.0% | $156,181-86.3% | $137,256-84.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.06% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,358 | $4,972-52.6% | $4,294-45.1% | $4,156-43.3% |
| Participant deferral / active EE | $2,606 | $6,888-62.2% | $6,132-57.5% | $6,407-59.3% |
| Admin fee / account holder | $84 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |