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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 | $28,675 | $162,821-82.4% | $133,978-78.6% | $158,982-82.0% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 39.64% | 41.95%-2.3pp | 45.10%-5.5pp | 302.99%-263.3pp |
| Employer contribution / active EE | $5,663 | $4,976+13.8% | $3,919+44.5% | $4,763+18.9% |
| Participant deferral / active EE | $8,733 | $5,910+47.8% | $5,047+73.0% | $5,983+46.0% |
| Admin fee / account holder | $131 | $11,742-98.9% | $8,930-98.5% | $11,252-98.8% |