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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 | $20,050 | $76,551-73.8% | $123,894-83.8% | $62,881-68.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.41% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $7,410 | $2,882+157.1% | $4,617+60.5% | $2,281+224.9% |
| Participant deferral / active EE | $3,798 | $4,840-21.5% | $5,984-36.5% | $3,203+18.6% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |