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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 | $17,041 | $165,399-89.7% | $149,745-88.6% | $158,982-89.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.59% | 348.34%-326.7pp | 276.72%-255.1pp | 302.99%-281.4pp |
| Employer contribution / active EE | $1,666 | $5,105-67.4% | $4,646-64.1% | $4,763-65.0% |
| Participant deferral / active EE | $4,759 | $7,183-33.7% | $6,843-30.5% | $5,983-20.5% |
| Admin fee / account holder | $252 | $10,811-97.7% | $9,312-97.3% | $11,252-97.8% |