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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 | $9,930 | $181,896-94.5% | $156,551-93.7% | $273,972-96.4% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 36.23% | 30.74%+5.5pp | 32.23%+4.0pp | 41.46%-5.2pp |
| Employer contribution / active EE | $1,837 | $6,248-70.6% | $5,501-66.6% | $4,869-62.3% |
| Participant deferral / active EE | $2,742 | $5,550-50.6% | $4,871-43.7% | $5,287-48.1% |
| Admin fee / account holder | $45 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |