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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 | $10,043 | $165,939-93.9% | $122,354-91.8% | $147,585-93.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.84% | 34.56%-14.7pp | 30.28%-10.4pp | 578.58%-558.7pp |
| Employer contribution / active EE | $3,121 | $5,754-45.8% | $4,051-23.0% | $4,876-36.0% |
| Participant deferral / active EE | $3,371 | $4,005-15.8% | $3,287+2.5% | $5,439-38.0% |
| Admin fee / account holder | $129 | $7,425-98.3% | $5,479-97.6% | $10,886-98.8% |