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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 | $20,933 | $210,991-90.1% | $153,741-86.4% | $145,897-85.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.00% | 13.46%+0.5pp | 15.71%-1.7pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,622 | $6,057-40.2% | $5,042-28.2% | $4,663-22.3% |
| Participant deferral / active EE | $4,847 | $7,979-39.3% | $6,757-28.3% | $6,689-27.5% |
| Admin fee / account holder | $0 | $19,490-100.0% | $12,749-100.0% | $13,390-100.0% |