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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 | $18,001 | $135,956-86.8% | $123,894-85.5% | $273,972-93.4% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 5.60% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,353 | $5,170-35.1% | $4,617-27.4% | $4,869-31.1% |
| Participant deferral / active EE | $6,349 | $6,343+0.1% | $5,984+6.1% | $5,287+20.1% |
| Admin fee / account holder | $242 | $9,817-97.5% | $8,357-97.1% | $10,133-97.6% |