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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 | $15,220 | $105,623-85.6% | $87,502-82.6% | $273,972-94.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 30.80% | 12.26%+18.5pp | 12.21%+18.6pp | 41.46%-10.7pp |
| Employer contribution / active EE | $2,078 | $3,141-33.8% | $2,550-18.5% | $4,869-57.3% |
| Participant deferral / active EE | $10,850 | $3,601+201.3% | $3,149+244.6% | $5,287+105.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |