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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 | $20,570 | $165,399-87.6% | $149,745-86.3% | $158,982-87.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.08% | 348.34%-319.3pp | 276.72%-247.6pp | 302.99%-273.9pp |
| Employer contribution / active EE | $5,969 | $5,105+16.9% | $4,646+28.5% | $4,763+25.3% |
| Participant deferral / active EE | $3,653 | $7,183-49.1% | $6,843-46.6% | $5,983-39.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |