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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 | $7,765 | $56,894-86.4% | $84,753-90.8% | $62,881-87.7% |
| Participation rate | 97.2% | 68.5%+28.7pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 34.05% | 6.30%+27.7pp | 22.78%+11.3pp | 20.14%+13.9pp |
| Employer contribution / active EE | $2,158 | $2,400-10.1% | $3,574-39.6% | $2,281-5.4% |
| Participant deferral / active EE | $4,354 | $2,709+60.7% | $3,712+17.3% | $3,203+35.9% |
| Admin fee / account holder | $7 | $3,581-99.8% | $5,333-99.9% | $4,296-99.8% |