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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 | $17,895 | $223,823-92.0% | $211,142-91.5% | $154,746-88.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.08% | 50.39%-26.3pp | 46.84%-22.8pp | 172.34%-148.3pp |
| Employer contribution / active EE | $3,319 | $6,787-51.1% | $6,442-48.5% | $4,379-24.2% |
| Participant deferral / active EE | $3,449 | $9,750-64.6% | $9,284-62.9% | $6,730-48.8% |
| Admin fee / account holder | $59 | $19,707-99.7% | $19,076-99.7% | $14,365-99.6% |