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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 | $13,912 | $211,224-93.4% | $178,505-92.2% | $145,897-90.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.79% | 30.28%-9.5pp | 27.16%-6.4pp | 552.29%-531.5pp |
| Employer contribution / active EE | $2,159 | $4,577-52.8% | $3,955-45.4% | $4,663-53.7% |
| Participant deferral / active EE | $3,706 | $6,966-46.8% | $6,280-41.0% | $6,689-44.6% |
| Admin fee / account holder | $1 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |