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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 | $12,995 | $154,228-91.6% | $145,433-91.1% | $137,256-90.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.92% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,230 | $4,804-53.6% | $4,554-51.0% | $4,156-46.4% |
| Participant deferral / active EE | $2,846 | $8,216-65.4% | $7,897-64.0% | $6,407-55.6% |
| Admin fee / account holder | $134 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |