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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 | $29,927 | $251,004-88.1% | $191,597-84.4% | $138,895-78.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 20.05% | 31.05%-11.0pp | 27.07%-7.0pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,961 | $6,226-68.5% | $5,025-61.0% | $4,194-53.3% |
| Participant deferral / active EE | $2,837 | $8,154-65.2% | $6,850-58.6% | $6,396-55.6% |
| Admin fee / account holder | $0 | $31,471-100.0% | $22,799-100.0% | $12,562-100.0% |