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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 | $26,647 | $162,821-83.6% | $133,978-80.1% | $158,982-83.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.71% | 41.95%-11.2pp | 45.10%-14.4pp | 302.99%-272.3pp |
| Employer contribution / active EE | $2,271 | $4,976-54.4% | $3,919-42.1% | $4,763-52.3% |
| Participant deferral / active EE | $4,508 | $5,910-23.7% | $5,047-10.7% | $5,983-24.7% |
| Admin fee / account holder | $20 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |