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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 | $11,358 | $72,273-84.3% | $101,275-88.8% | $79,856-85.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 43.15% | 22.30%+20.9pp | 46.48%-3.3pp | 31.71%+11.4pp |
| Employer contribution / active EE | $4,132 | $2,691+53.5% | $3,660+12.9% | $2,471+67.2% |
| Participant deferral / active EE | $3,210 | $3,282-2.2% | $4,371-26.6% | $3,741-14.2% |
| Admin fee / account holder | $120 | $4,401-97.3% | $5,948-98.0% | $5,306-97.7% |