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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 | $18,808 | $165,399-88.6% | $149,745-87.4% | $158,982-88.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.80% | 348.34%-323.5pp | 276.72%-251.9pp | 302.99%-278.2pp |
| Employer contribution / active EE | $3,318 | $5,105-35.0% | $4,646-28.6% | $4,763-30.3% |
| Participant deferral / active EE | $5,347 | $7,183-25.6% | $6,843-21.9% | $5,983-10.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |