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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 | $16,187 | $181,896-91.1% | $156,551-89.7% | $273,972-94.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.43% | 30.74%-15.3pp | 32.23%-16.8pp | 41.46%-26.0pp |
| Employer contribution / active EE | $2,182 | $6,248-65.1% | $5,501-60.3% | $4,869-55.2% |
| Participant deferral / active EE | $6,143 | $5,550+10.7% | $4,871+26.1% | $5,287+16.2% |
| Admin fee / account holder | $297 | $15,560-98.1% | $13,028-97.7% | $10,133-97.1% |