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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 | $19,039 | $180,028-89.4% | $138,135-86.2% | $158,966-88.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 21.73% | 21.68%0pp | 20.51%+1.2pp | 302.95%-281.2pp |
| Employer contribution / active EE | $2,457 | $7,470-67.1% | $5,587-56.0% | $4,762-48.4% |
| Participant deferral / active EE | $4,133 | $7,717-46.4% | $6,431-35.7% | $5,983-30.9% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,250-100.0% |