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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 | $11,137 | $165,361-93.3% | $149,715-92.6% | $158,950-93.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.56% | 348.24%-315.7pp | 276.66%-244.1pp | 302.91%-270.4pp |
| Employer contribution / active EE | $2,358 | $5,103-53.8% | $4,645-49.2% | $4,762-50.5% |
| Participant deferral / active EE | $4,838 | $7,182-32.6% | $6,842-29.3% | $5,983-19.1% |
| Admin fee / account holder | $39 | $10,808-99.6% | $9,310-99.6% | $11,248-99.7% |