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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 | $16,557 | $199,109-91.7% | $173,730-90.5% | $154,746-89.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 22.43% | 20.02%+2.4pp | 19.96%+2.5pp | 172.34%-149.9pp |
| Employer contribution / active EE | $2,010 | $5,311-62.2% | $4,577-56.1% | $4,379-54.1% |
| Participant deferral / active EE | $5,465 | $7,113-23.2% | $6,326-13.6% | $6,730-18.8% |
| Admin fee / account holder | $287 | $20,916-98.6% | $17,523-98.4% | $14,365-98.0% |