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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 | $27,182 | $87,733-69.0% | $106,555-74.5% | $85,847-68.3% |
| Participation rate | 90.4% | 71.9%+18.5pp | 76.1%+14.2pp | 69.3%+21.1pp |
| Annual return | 26.14% | 21.86%+4.3pp | 26.80%-0.7pp | 318.61%-292.5pp |
| Employer contribution / active EE | $942 | $2,073-54.5% | $2,819-66.6% | $2,565-63.3% |
| Participant deferral / active EE | $1,560 | $3,469-55.0% | $4,399-64.5% | $3,952-60.5% |
| Admin fee / account holder | $287 | $6,767-95.8% | $7,408-96.1% | $6,261-95.4% |