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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 | $14,762 | $162,812-90.9% | $133,971-89.0% | $158,966-90.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 20.86% | 41.94%-21.1pp | 45.09%-24.2pp | 302.95%-282.1pp |
| Employer contribution / active EE | $952 | $4,976-80.9% | $3,919-75.7% | $4,762-80.0% |
| Participant deferral / active EE | $7,472 | $5,910+26.4% | $5,047+48.0% | $5,983+24.9% |
| Admin fee / account holder | $36 | $11,741-99.7% | $8,929-99.6% | $11,250-99.7% |