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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 | $13,814 | $67,606-79.6% | $82,313-83.2% | $70,124-80.3% |
| Participation rate | 98.0% | 72.8%+25.3pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 56.06% | 21.57%+34.5pp | 25.88%+30.2pp | 73.14%-17.1pp |
| Employer contribution / active EE | $1,793 | $1,755+2.2% | $2,428-26.2% | $2,342-23.5% |
| Participant deferral / active EE | $3,943 | $2,987+32.0% | $3,706+6.4% | $3,332+18.3% |
| Admin fee / account holder | $207 | $4,512-95.4% | $5,608-96.3% | $4,645-95.5% |