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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 | $30,935 | $275,752-88.8% | $256,809-88.0% | $198,609-84.4% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 22.89% | 34.81%-11.9pp | 32.73%-9.8pp | 202.70%-179.8pp |
| Employer contribution / active EE | $3,431 | $7,721-55.6% | $7,263-52.8% | $5,055-32.1% |
| Participant deferral / active EE | $4,943 | $10,037-50.8% | $9,520-48.1% | $6,977-29.2% |
| Admin fee / account holder | $30 | $25,716-99.9% | $25,146-99.9% | $19,030-99.8% |