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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 | $18,179 | $184,014-90.1% | $161,149-88.7% | $138,895-86.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 25.90% | 21.52%+4.4pp | 21.16%+4.7pp | 145.39%-119.5pp |
| Employer contribution / active EE | $3,075 | $5,055-39.2% | $4,360-29.5% | $4,194-26.7% |
| Participant deferral / active EE | $5,525 | $6,909-20.0% | $6,153-10.2% | $6,396-13.6% |
| Admin fee / account holder | $33 | $18,027-99.8% | $15,194-99.8% | $12,562-99.7% |