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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 | $17,402 | $153,769-88.7% | $133,975-87.0% | $273,972-93.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 242.43% | 36.51%+205.9pp | 29.29%+213.1pp | 41.46%+201.0pp |
| Employer contribution / active EE | $4,308 | $6,029-28.5% | $5,211-17.3% | $4,869-11.5% |
| Participant deferral / active EE | $4,242 | $6,958-39.0% | $6,282-32.5% | $5,287-19.8% |
| Admin fee / account holder | $20 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |