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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 | $14,124 | $78,707-82.1% | $117,861-88.0% | $70,126-79.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 33.15% | 23.30%+9.9pp | 335.11%-302.0pp | 73.15%-40.0pp |
| Employer contribution / active EE | $4,666 | $2,223+109.9% | $3,786+23.2% | $2,343+99.2% |
| Participant deferral / active EE | $4,006 | $3,297+21.5% | $4,482-10.6% | $3,332+20.2% |
| Admin fee / account holder | $112 | $5,066-97.8% | $8,021-98.6% | $4,645-97.6% |