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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 | $28,381 | $181,896-84.4% | $156,551-81.9% | $273,972-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.71% | 30.74%-19.0pp | 32.23%-20.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $7,493 | $6,248+19.9% | $5,501+36.2% | $4,869+53.9% |
| Participant deferral / active EE | $7,070 | $5,550+27.4% | $4,871+45.1% | $5,287+33.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |