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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 | $16,783 | $210,908-92.0% | $153,643-89.1% | $145,884-88.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.98% | 13.46%+7.5pp | 15.71%+5.3pp | 551.85%-530.9pp |
| Employer contribution / active EE | $4,750 | $6,055-21.6% | $5,039-5.7% | $4,662+1.9% |
| Participant deferral / active EE | $4,750 | $7,976-40.5% | $6,754-29.7% | $6,690-29.0% |
| Admin fee / account holder | $0 | $19,477-100.0% | $12,739-100.0% | $13,392-100.0% |