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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 | $19,933 | $181,896-89.0% | $156,551-87.3% | $273,972-92.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.99% | 30.74%-23.8pp | 32.23%-25.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $7,975 | $6,248+27.6% | $5,501+45.0% | $4,869+63.8% |
| Participant deferral / active EE | $4,047 | $5,550-27.1% | $4,871-16.9% | $5,287-23.4% |
| Admin fee / account holder | $108 | $15,560-99.3% | $13,028-99.2% | $10,133-98.9% |