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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 | $15,202 | $110,240-86.2% | $96,544-84.3% | $139,487-89.1% |
| Participation rate | 92.9% | 78.1%+14.7pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 27.92% | 26.41%+1.5pp | 25.88%+2.0pp | 373.84%-345.9pp |
| Employer contribution / active EE | $2,732 | $3,622-24.6% | $2,966-7.9% | $4,755-42.5% |
| Participant deferral / active EE | $4,762 | $5,549-14.2% | $4,851-1.8% | $6,713-29.1% |
| Admin fee / account holder | $94 | $11,602-99.2% | $8,254-98.9% | $11,407-99.2% |