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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 | $23,244 | $86,949-73.3% | $102,460-77.3% | $80,959-71.3% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.7%+13.8pp |
| Annual return | 12.43% | 18.89%-6.5pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,563 | $2,370+8.2% | $3,025-15.3% | $2,757-7.0% |
| Participant deferral / active EE | $4,219 | $4,121+2.4% | $5,056-16.6% | $4,300-1.9% |
| Admin fee / account holder | $61 | $8,048-99.2% | $9,460-99.4% | $6,925-99.1% |