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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 | $19,476 | $153,311-87.3% | $109,313-82.2% | $273,972-92.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 19.37% | 29.86%-10.5pp | 22.07%-2.7pp | 41.46%-22.1pp |
| Employer contribution / active EE | $6,060 | $5,619+7.8% | $3,892+55.7% | $4,869+24.5% |
| Participant deferral / active EE | $3,368 | $3,932-14.3% | $3,166+6.4% | $5,287-36.3% |
| Admin fee / account holder | $58 | $8,076-99.3% | $5,666-99.0% | $10,133-99.4% |