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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 | $4,436 | $172,111-97.4% | $150,298-97.0% | $137,256-96.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.54% | 69.37%-40.8pp | 62.79%-34.2pp | 220.34%-191.8pp |
| Employer contribution / active EE | $4,170 | $4,636-10.1% | $4,154+0.4% | $4,156+0.3% |
| Participant deferral / active EE | $8,647 | $6,166+40.2% | $5,453+58.6% | $6,407+35.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |