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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 | $13,890 | $80,992-82.8% | $96,534-85.6% | $75,173-81.5% |
| Participation rate | 76.9% | 71.8%+5.1pp | 76.0%+0.9pp | 67.2%+9.7pp |
| Annual return | 27.46% | 27.05%+0.4pp | 25.88%+1.6pp | 160.72%-133.3pp |
| Employer contribution / active EE | $2,334 | $2,283+2.2% | $2,965-21.3% | $2,671-12.6% |
| Participant deferral / active EE | $3,350 | $3,929-14.7% | $4,851-30.9% | $4,126-18.8% |
| Admin fee / account holder | $62 | $6,717-99.1% | $8,253-99.3% | $5,651-98.9% |