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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 | $15,383 | $209,336-92.7% | $197,124-92.2% | $137,256-88.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.65% | 48.09%-24.4pp | 44.34%-20.7pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,253 | $6,591-65.8% | $6,227-63.8% | $4,156-45.8% |
| Participant deferral / active EE | $4,142 | $9,614-56.9% | $9,135-54.7% | $6,407-35.4% |
| Admin fee / account holder | $119 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |