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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 | $14,564 | $153,769-90.5% | $133,975-89.1% | $273,972-94.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 174.35% | 36.51%+137.8pp | 29.29%+145.1pp | 41.46%+132.9pp |
| Employer contribution / active EE | $2,403 | $6,029-60.1% | $5,211-53.9% | $4,869-50.6% |
| Participant deferral / active EE | $8,513 | $6,958+22.3% | $6,282+35.5% | $5,287+61.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |