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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 | $20,098 | $176,105-88.6% | $159,474-87.4% | $167,536-88.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 33.32% | 331.91%-298.6pp | 263.68%-230.4pp | 478.82%-445.5pp |
| Employer contribution / active EE | $1,747 | $5,299-67.0% | $4,831-63.8% | $4,839-63.9% |
| Participant deferral / active EE | $5,899 | $7,751-23.9% | $7,353-19.8% | $6,342-7.0% |
| Admin fee / account holder | $168 | $12,559-98.7% | $10,802-98.4% | $12,315-98.6% |