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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 | $14,439 | $165,381-91.3% | $149,730-90.4% | $158,966-90.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 228.82% | 348.29%-119.5pp | 276.70%-47.9pp | 302.95%-74.1pp |
| Employer contribution / active EE | $3,288 | $5,104-35.6% | $4,645-29.2% | $4,762-31.0% |
| Participant deferral / active EE | $8,034 | $7,182+11.9% | $6,843+17.4% | $5,983+34.3% |
| Admin fee / account holder | $26 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |