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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 | $14,414 | $96,965-85.1% | $97,995-85.3% | $147,586-90.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 21.32% | 24.11%-2.8pp | 23.94%-2.6pp | 578.59%-557.3pp |
| Employer contribution / active EE | $6,639 | $4,536+46.4% | $4,158+59.7% | $4,876+36.1% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $54 | $8,120-99.3% | $5,943-99.1% | $10,886-99.5% |