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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 | $6,185 | $154,228-96.0% | $145,433-95.7% | $137,256-95.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 35.26% | 74.59%-39.3pp | 66.58%-31.3pp | 220.34%-185.1pp |
| Employer contribution / active EE | $2,504 | $4,804-47.9% | $4,554-45.0% | $4,156-39.8% |
| Participant deferral / active EE | $2,504 | $8,216-69.5% | $7,897-68.3% | $6,407-60.9% |
| Admin fee / account holder | $22 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |