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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 | $11,315 | $211,239-94.6% | $178,528-93.7% | $145,877-92.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.65% | 30.22%-2.6pp | 27.11%+0.5pp | 551.28%-523.6pp |
| Employer contribution / active EE | $2,896 | $4,570-36.6% | $3,950-26.7% | $4,663-37.9% |
| Participant deferral / active EE | $4,343 | $6,963-37.6% | $6,278-30.8% | $6,691-35.1% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |