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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 | $19,205 | $67,602-71.6% | $82,312-76.7% | $70,126-72.6% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 21.00% | 21.57%-0.6pp | 25.88%-4.9pp | 73.15%-52.1pp |
| Employer contribution / active EE | $4,099 | $1,755+133.6% | $2,428+68.8% | $2,343+75.0% |
| Participant deferral / active EE | $1,580 | $2,987-47.1% | $3,706-57.4% | $3,332-52.6% |
| Admin fee / account holder | $154 | $4,512-96.6% | $5,608-97.3% | $4,645-96.7% |