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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 | $22,614 | $69,977-67.7% | $108,582-79.2% | $62,881-64.0% |
| Participation rate | 97.4% | 72.9%+24.5pp | 79.6%+17.9pp | 69.3%+28.1pp |
| Annual return | 35.24% | 10.73%+24.5pp | -51.70%+86.9pp | 20.14%+15.1pp |
| Employer contribution / active EE | $2,570 | $2,135+20.4% | $3,758-31.6% | $2,281+12.7% |
| Participant deferral / active EE | $4,108 | $3,165+29.8% | $4,311-4.7% | $3,203+28.3% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |