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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 | $8,953 | $43,075-79.2% | $74,577-88.0% | $62,881-85.8% |
| Participation rate | 89.7% | 58.1%+31.6pp | 68.1%+21.5pp | 69.3%+20.4pp |
| Annual return | 26.58% | 17.50%+9.1pp | 20.47%+6.1pp | 20.14%+6.4pp |
| Employer contribution / active EE | $4,852 | $1,498+224.0% | $2,525+92.1% | $2,281+112.7% |
| Participant deferral / active EE | $3,231 | $2,389+35.2% | $3,458-6.6% | $3,203+0.9% |
| Admin fee / account holder | $108 | $2,840-96.2% | $4,138-97.4% | $4,296-97.5% |