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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 | $13,767 | $154,228-91.1% | $145,433-90.5% | $137,256-90.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.27% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,099 | $4,804-77.1% | $4,554-75.9% | $4,156-73.5% |
| Participant deferral / active EE | $5,472 | $8,216-33.4% | $7,897-30.7% | $6,407-14.6% |
| Admin fee / account holder | $187 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |