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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 | $9,217 | $104,251-91.2% | $91,004-89.9% | $147,586-93.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 34.63% | 27.06%+7.6pp | 4.60%+30.0pp | 578.59%-544.0pp |
| Employer contribution / active EE | $3,201 | $3,116+2.7% | $2,456+30.3% | $4,876-34.4% |
| Participant deferral / active EE | $5,372 | $4,195+28.0% | $3,548+51.4% | $5,439-1.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |