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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 | $40,706 | $123,793-67.1% | $177,848-77.1% | $79,856-49.0% |
| Participation rate | 96.4% | 84.7%+11.8pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 26.33% | 22.82%+3.5pp | 48.33%-22.0pp | 31.71%-5.4pp |
| Employer contribution / active EE | $2,298 | $4,095-43.9% | $5,919-61.2% | $2,471-7.0% |
| Participant deferral / active EE | $8,580 | $5,956+44.1% | $7,714+11.2% | $3,741+129.4% |
| Admin fee / account holder | $15 | $7,243-99.8% | $12,431-99.9% | $5,306-99.7% |