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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 | $15,728 | $162,136-90.3% | $152,301-89.7% | $154,746-89.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 29.71% | 91.02%-61.3pp | 80.50%-50.8pp | 172.34%-142.6pp |
| Employer contribution / active EE | $1,710 | $4,890-65.0% | $4,624-63.0% | $4,379-61.0% |
| Participant deferral / active EE | $7,873 | $8,341-5.6% | $8,004-1.6% | $6,730+17.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |