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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 | $27,121 | $181,896-85.1% | $156,551-82.7% | $273,972-90.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.60% | 30.74%-12.1pp | 32.23%-13.6pp | 41.46%-22.9pp |
| Employer contribution / active EE | $2,269 | $6,248-63.7% | $5,501-58.8% | $4,869-53.4% |
| Participant deferral / active EE | $6,833 | $5,550+23.1% | $4,871+40.3% | $5,287+29.2% |
| Admin fee / account holder | $256 | $15,560-98.4% | $13,028-98.0% | $10,133-97.5% |