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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 | $30,157 | $181,896-83.4% | $156,551-80.7% | $273,972-89.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.72% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $8,150 | $6,248+30.4% | $5,501+48.1% | $4,869+67.4% |
| Participant deferral / active EE | $3,700 | $5,550-33.3% | $4,871-24.1% | $5,287-30.0% |
| Admin fee / account holder | $138 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |