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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 | $15,509 | $185,312-91.6% | $161,489-90.4% | $154,746-90.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 26.94% | 103.84%-76.9pp | 89.72%-62.8pp | 172.34%-145.4pp |
| Employer contribution / active EE | $1,674 | $4,769-64.9% | $4,268-60.8% | $4,379-61.8% |
| Participant deferral / active EE | $4,574 | $6,350-28.0% | $5,630-18.8% | $6,730-32.0% |
| Admin fee / account holder | $140 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |