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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 | $7,540 | $99,994-92.5% | $146,643-94.9% | $85,847-91.2% |
| Participation rate | 87.2% | 73.1%+14.1pp | 80.1%+7.1pp | 69.3%+17.9pp |
| Annual return | 22.30% | 18.93%+3.4pp | 22.75%-0.4pp | 318.61%-296.3pp |
| Employer contribution / active EE | $2,438 | $2,559-4.7% | $4,137-41.1% | $2,565-5.0% |
| Participant deferral / active EE | $4,477 | $4,006+11.8% | $5,506-18.7% | $3,952+13.3% |
| Admin fee / account holder | $219 | $7,703-97.2% | $10,280-97.9% | $6,261-96.5% |