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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 | $18,905 | $127,386-85.2% | $115,037-83.6% | $125,388-84.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.30% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $12,230 | $5,166+136.7% | $4,608+165.4% | $4,866+151.3% |
| Participant deferral / active EE | $2,816 | $6,423-56.2% | $6,026-53.3% | $5,352-47.4% |
| Admin fee / account holder | $21 | $9,516-99.8% | $8,175-99.7% | $9,541-99.8% |