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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 | $17,824 | $153,769-88.4% | $133,975-86.7% | $273,972-93.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 16.29% | 36.51%-20.2pp | 29.29%-13.0pp | 41.46%-25.2pp |
| Employer contribution / active EE | $3,449 | $6,029-42.8% | $5,211-33.8% | $4,869-29.2% |
| Participant deferral / active EE | $4,888 | $6,958-29.8% | $6,282-22.2% | $5,287-7.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |