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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 | $33,689 | $212,777-84.2% | $173,703-80.6% | $198,609-83.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.77% | 18.82%+4.9pp | 17.46%+6.3pp | 202.70%-178.9pp |
| Employer contribution / active EE | $1,790 | $5,214-65.7% | $4,288-58.3% | $5,055-64.6% |
| Participant deferral / active EE | $8,481 | $5,697+48.9% | $4,854+74.7% | $6,977+21.6% |
| Admin fee / account holder | $219 | $19,536-98.9% | $15,562-98.6% | $19,030-98.8% |