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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 | $10,860 | $181,896-94.0% | $156,551-93.1% | $273,972-96.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.22% | 30.74%-27.5pp | 32.23%-29.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $6,003 | $6,248-3.9% | $5,501+9.1% | $4,869+23.3% |
| Participant deferral / active EE | $4,000 | $5,550-27.9% | $4,871-17.9% | $5,287-24.3% |
| Admin fee / account holder | $54 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |