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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 | $14,120 | $178,174-92.1% | $156,181-91.0% | $137,256-89.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 23.67% | 84.19%-60.5pp | 64.87%-41.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,883 | $4,972-62.1% | $4,294-56.2% | $4,156-54.7% |
| Participant deferral / active EE | $3,048 | $6,888-55.8% | $6,132-50.3% | $6,407-52.4% |
| Admin fee / account holder | $73 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |