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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 | $28,593 | $197,637-85.5% | $177,848-83.9% | $158,982-82.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 41.66% | 58.77%-17.1pp | 48.33%-6.7pp | 302.99%-261.3pp |
| Employer contribution / active EE | $2,854 | $6,698-57.4% | $5,919-51.8% | $4,763-40.1% |
| Participant deferral / active EE | $16,197 | $8,405+92.7% | $7,714+110.0% | $5,983+170.7% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |