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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 | $14,980 | $178,174-91.6% | $156,181-90.4% | $137,256-89.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 27.86% | 84.19%-56.3pp | 64.87%-37.0pp | 220.34%-192.5pp |
| Employer contribution / active EE | $1,905 | $4,972-61.7% | $4,294-55.6% | $4,156-54.2% |
| Participant deferral / active EE | $2,468 | $6,888-64.2% | $6,132-59.8% | $6,407-61.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |