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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 | $18,613 | $76,371-75.6% | $93,621-80.1% | $72,976-74.5% |
| Participation rate | 97.3% | 71.8%+25.5pp | 75.8%+21.5pp | 69.5%+27.8pp |
| Annual return | 23.97% | 25.82%-1.8pp | 32.76%-8.8pp | 81.02%-57.0pp |
| Employer contribution / active EE | $2,063 | $2,276-9.3% | $2,719-24.1% | $2,440-15.4% |
| Participant deferral / active EE | $3,604 | $3,538+1.9% | $4,070-11.4% | $3,608-0.1% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |