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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 | $27,722 | $197,625-86.0% | $177,840-84.4% | $158,966-82.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.93% | 58.76%-40.8pp | 48.32%-30.4pp | 302.95%-285.0pp |
| Employer contribution / active EE | $9,941 | $6,698+48.4% | $5,919+68.0% | $4,762+108.7% |
| Participant deferral / active EE | $6,805 | $8,405-19.0% | $7,714-11.8% | $5,983+13.7% |
| Admin fee / account holder | $125 | $15,405-99.2% | $12,431-99.0% | $11,250-98.9% |