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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 | $17,952 | $181,896-90.1% | $156,551-88.5% | $273,972-93.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 18.20% | 30.74%-12.5pp | 32.23%-14.0pp | 41.46%-23.3pp |
| Employer contribution / active EE | $5,428 | $6,248-13.1% | $5,501-1.3% | $4,869+11.5% |
| Participant deferral / active EE | $5,237 | $5,550-5.6% | $4,871+7.5% | $5,287-1.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |