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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 | $14,328 | $135,956-89.5% | $123,894-88.4% | $273,972-94.8% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 21.44% | 56.63%-35.2pp | 47.52%-26.1pp | 41.46%-20.0pp |
| Employer contribution / active EE | $3,242 | $5,170-37.3% | $4,617-29.8% | $4,869-33.4% |
| Participant deferral / active EE | $5,587 | $6,343-11.9% | $5,984-6.6% | $5,287+5.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |