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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 | $18,093 | $135,956-86.7% | $123,894-85.4% | $273,972-93.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 36.96% | 56.63%-19.7pp | 47.52%-10.6pp | 41.46%-4.5pp |
| Employer contribution / active EE | $4,323 | $5,170-16.4% | $4,617-6.4% | $4,869-11.2% |
| Participant deferral / active EE | $10,054 | $6,343+58.5% | $5,984+68.0% | $5,287+90.2% |
| Admin fee / account holder | $222 | $9,817-97.7% | $8,357-97.3% | $10,133-97.8% |