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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 | $18,825 | $72,492-74.0% | $87,104-78.4% | $72,975-74.2% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 38.58% | 24.46%+14.1pp | 28.19%+10.4pp | 81.01%-42.4pp |
| Employer contribution / active EE | $3,168 | $1,894+67.3% | $2,521+25.6% | $2,440+29.8% |
| Participant deferral / active EE | $6,817 | $3,270+108.5% | $4,048+68.4% | $3,608+89.0% |
| Admin fee / account holder | $82 | $5,055-98.4% | $7,491-98.9% | $5,124-98.4% |