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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 | $17,185 | $165,399-89.6% | $149,745-88.5% | $158,982-89.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.73% | 348.34%-327.6pp | 276.72%-256.0pp | 302.99%-282.3pp |
| Employer contribution / active EE | $2,779 | $5,105-45.6% | $4,646-40.2% | $4,763-41.6% |
| Participant deferral / active EE | $5,463 | $7,183-23.9% | $6,843-20.2% | $5,983-8.7% |
| Admin fee / account holder | $36 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |