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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 | $13,511 | $184,014-92.7% | $161,149-91.6% | $138,895-90.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 28.45% | 21.52%+6.9pp | 21.16%+7.3pp | 145.39%-116.9pp |
| Employer contribution / active EE | $1,656 | $5,055-67.2% | $4,360-62.0% | $4,194-60.5% |
| Participant deferral / active EE | $2,484 | $6,909-64.0% | $6,153-59.6% | $6,396-61.2% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |