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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 | $11,461 | $118,496-90.3% | $98,461-88.4% | $139,466-91.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 24.31% | 18.96%+5.4pp | 21.17%+3.1pp | 373.66%-349.4pp |
| Employer contribution / active EE | $2,445 | $3,611-32.3% | $3,049-19.8% | $4,754-48.6% |
| Participant deferral / active EE | $3,047 | $5,393-43.5% | $4,738-35.7% | $6,712-54.6% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |