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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 | $18,057 | $93,598-80.7% | $135,974-86.7% | $75,173-76.0% |
| Participation rate | 77.1% | 75.2%+1.9pp | 81.9%-4.8pp | 67.2%+9.9pp |
| Annual return | 17.49% | 30.89%-13.4pp | 68.30%-50.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $4,908 | $3,538+38.7% | $4,859+1.0% | $2,671+83.8% |
| Participant deferral / active EE | $3,507 | $6,405-45.2% | $7,760-54.8% | $4,126-15.0% |
| Admin fee / account holder | $68 | $6,978-99.0% | $10,767-99.4% | $5,651-98.8% |