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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 | $6,520 | $126,661-94.9% | $113,397-94.3% | $138,895-95.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 43.32% | 25.05%+18.3pp | 23.20%+20.1pp | 145.39%-102.1pp |
| Employer contribution / active EE | $2,262 | $3,456-34.5% | $2,977-24.0% | $4,194-46.1% |
| Participant deferral / active EE | $3,437 | $5,693-39.6% | $5,076-32.3% | $6,396-46.3% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |