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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 | $22,512 | $180,028-87.5% | $138,135-83.7% | $158,982-85.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 31.10% | 21.68%+9.4pp | 20.51%+10.6pp | 302.99%-271.9pp |
| Employer contribution / active EE | $6,335 | $7,470-15.2% | $5,587+13.4% | $4,763+33.0% |
| Participant deferral / active EE | $8,115 | $7,717+5.1% | $6,431+26.2% | $5,983+35.6% |
| Admin fee / account holder | $189 | $17,912-98.9% | $11,856-98.4% | $11,252-98.3% |