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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 | $16,448 | $118,488-86.1% | $98,462-83.3% | $139,487-88.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 41.56% | 18.96%+22.6pp | 21.17%+20.4pp | 373.84%-332.3pp |
| Employer contribution / active EE | $3,693 | $3,611+2.3% | $3,049+21.1% | $4,755-22.3% |
| Participant deferral / active EE | $7,719 | $5,393+43.1% | $4,738+62.9% | $6,713+15.0% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |