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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 | $12,861 | $110,212-88.3% | $96,534-86.7% | $139,466-90.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 31.00% | 26.42%+4.6pp | 25.88%+5.1pp | 373.66%-342.7pp |
| Employer contribution / active EE | $2,356 | $3,620-34.9% | $2,965-20.5% | $4,754-50.4% |
| Participant deferral / active EE | $3,159 | $5,547-43.1% | $4,851-34.9% | $6,712-52.9% |
| Admin fee / account holder | $66 | $11,599-99.4% | $8,253-99.2% | $11,409-99.4% |