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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 | $12,037 | $181,896-93.4% | $156,551-92.3% | $273,972-95.6% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 21.40% | 30.74%-9.3pp | 32.23%-10.8pp | 41.46%-20.1pp |
| Employer contribution / active EE | $1,917 | $6,248-69.3% | $5,501-65.2% | $4,869-60.6% |
| Participant deferral / active EE | $4,638 | $5,550-16.4% | $4,871-4.8% | $5,287-12.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |