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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 | $24,327 | $116,462-79.1% | $101,347-76.0% | $116,462-79.1% |
| Participation rate | 97.1% | 74.7%+22.4pp | 71.9%+25.2pp | 74.7%+22.4pp |
| Annual return | 25.19% | 15.65%+9.5pp | -44.15%+69.3pp | 15.65%+9.5pp |
| Employer contribution / active EE | $3,597 | $3,231+11.3% | $1,685+113.5% | $3,231+11.3% |
| Participant deferral / active EE | $2,549 | $3,836-33.6% | $2,328+9.5% | $3,836-33.6% |
| Admin fee / account holder | $67 | $12,754-99.5% | $3,532-98.1% | $12,754-99.5% |