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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 | $16,451 | $178,174-90.8% | $156,181-89.5% | $137,256-88.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.93% | 84.19%-63.3pp | 64.87%-43.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,344 | $6,888-22.4% | $6,132-12.9% | $6,407-16.6% |
| Admin fee / account holder | $198 | $17,404-98.9% | $14,586-98.6% | $12,270-98.4% |