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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 | $15,374 | $92,219-83.3% | $76,767-80.0% | $135,380-88.6% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | 10.70% | 5.46%+5.2pp | 2.43%+8.3pp | 519.81%-509.1pp |
| Employer contribution / active EE | $4,181 | $3,216+30.0% | $2,485+68.2% | $4,779-12.5% |
| Participant deferral / active EE | $4,619 | $4,508+2.5% | $3,852+19.9% | $5,609-17.6% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |