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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 | $21,834 | $140,592-84.5% | $123,105-82.3% | $125,389-82.6% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -2.18% | 16.80%-19.0pp | 13.22%-15.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $6,409 | $6,041+6.1% | $5,151+24.4% | $4,866+31.7% |
| Participant deferral / active EE | $3,940 | $6,980-43.5% | $6,229-36.7% | $5,352-26.4% |
| Admin fee / account holder | $77 | $11,198-99.3% | $9,014-99.1% | $9,541-99.2% |