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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 | $184,014-91.1% | $161,149-89.8% | $138,895-88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 20.93% | 21.52%-0.6pp | 21.16%-0.2pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,344 | $6,909-22.7% | $6,153-13.2% | $6,396-16.5% |
| Admin fee / account holder | $198 | $18,027-98.9% | $15,194-98.7% | $12,562-98.4% |