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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 | $47,641 | $377,972-87.4% | $300,297-84.1% | $382,429-87.5% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 18.17% | 4.19%+14.0pp | 6.06%+12.1pp | 248.85%-230.7pp |
| Employer contribution / active EE | $3,416 | $5,545-38.4% | $4,605-25.8% | $8,036-57.5% |
| Participant deferral / active EE | $14,809 | $5,506+169.0% | $4,511+228.3% | $5,727+158.6% |
| Admin fee / account holder | $17 | $20,122-99.9% | $16,510-99.9% | $30,732-99.9% |