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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 | $18,264 | $184,014-90.1% | $161,149-88.7% | $138,895-86.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 22.19% | 21.52%+0.7pp | 21.16%+1.0pp | 145.39%-123.2pp |
| Employer contribution / active EE | $2,346 | $5,055-53.6% | $4,360-46.2% | $4,194-44.1% |
| Participant deferral / active EE | $4,020 | $6,909-41.8% | $6,153-34.7% | $6,396-37.2% |
| Admin fee / account holder | $112 | $18,027-99.4% | $15,194-99.3% | $12,562-99.1% |