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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 | $10,759 | $183,516-94.1% | $155,534-93.1% | $145,884-92.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.61% | 61.43%-34.8pp | 64.92%-38.3pp | 551.85%-525.2pp |
| Employer contribution / active EE | $2,668 | $5,315-49.8% | $4,675-42.9% | $4,662-42.8% |
| Participant deferral / active EE | $2,189 | $6,467-66.1% | $5,630-61.1% | $6,690-67.3% |
| Admin fee / account holder | $93 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |