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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 | $23,709 | $153,769-84.6% | $133,975-82.3% | $273,972-91.3% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.1%+6.7pp | 83.0%+10.7pp |
| Annual return | 14.16% | 36.51%-22.4pp | 29.29%-15.1pp | 41.46%-27.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,759 | $6,958-31.6% | $6,282-24.2% | $5,287-10.0% |
| Admin fee / account holder | $262 | $11,765-97.8% | $9,324-97.2% | $10,133-97.4% |