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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 | $19,567 | $149,679-86.9% | $117,039-83.3% | $147,586-86.7% |
| Participation rate | 90.0% | 83.5%+6.5pp | 77.2%+12.8pp | 82.8%+7.2pp |
| Annual return | 22.95% | 19.31%+3.6pp | 18.95%+4.0pp | 578.59%-555.6pp |
| Employer contribution / active EE | $2,749 | $4,937-44.3% | $3,785-27.4% | $4,876-43.6% |
| Participant deferral / active EE | $3,552 | $4,912-27.7% | $3,929-9.6% | $5,439-34.7% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |