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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 | $15,572 | $178,174-91.3% | $156,181-90.0% | $137,256-88.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 27.17% | 84.19%-57.0pp | 64.87%-37.7pp | 220.34%-193.2pp |
| Employer contribution / active EE | $2,562 | $4,972-48.5% | $4,294-40.3% | $4,156-38.4% |
| Participant deferral / active EE | $3,322 | $6,888-51.8% | $6,132-45.8% | $6,407-48.1% |
| Admin fee / account holder | $48 | $17,404-99.7% | $14,586-99.7% | $12,270-99.6% |