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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 | $15,043 | $154,228-90.2% | $145,433-89.7% | $137,256-89.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 27.67% | 74.59%-46.9pp | 66.58%-38.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $2,074 | $4,804-56.8% | $4,554-54.5% | $4,156-50.1% |
| Participant deferral / active EE | $3,762 | $8,216-54.2% | $7,897-52.4% | $6,407-41.3% |
| Admin fee / account holder | $43 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |