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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 | $10,888 | $181,896-94.0% | $156,551-93.0% | $273,972-96.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.10% | 30.74%-16.6pp | 32.23%-18.1pp | 41.46%-27.4pp |
| Employer contribution / active EE | $2,905 | $6,248-53.5% | $5,501-47.2% | $4,869-40.3% |
| Participant deferral / active EE | $3,597 | $5,550-35.2% | $4,871-26.1% | $5,287-32.0% |
| Admin fee / account holder | $6 | $15,560-100.0% | $13,028-100.0% | $10,133-99.9% |