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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 | $30,287 | $181,896-83.3% | $156,551-80.7% | $273,972-88.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.49% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $4,478 | $6,248-28.3% | $5,501-18.6% | $4,869-8.0% |
| Participant deferral / active EE | $2,196 | $5,550-60.4% | $4,871-54.9% | $5,287-58.5% |
| Admin fee / account holder | $49 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |