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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 | $18,127 | $153,769-88.2% | $133,975-86.5% | $273,972-93.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.02% | 36.51%-16.5pp | 29.29%-9.3pp | 41.46%-21.4pp |
| Employer contribution / active EE | $2,290 | $6,029-62.0% | $5,211-56.1% | $4,869-53.0% |
| Participant deferral / active EE | $7,443 | $6,958+7.0% | $6,282+18.5% | $5,287+40.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |