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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 | $24,611 | $109,359-77.5% | $162,177-84.8% | $72,975-66.3% |
| Participation rate | 96.0% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 29.60% | 25.46%+4.1pp | 115.60%-86.0pp | 81.01%-51.4pp |
| Employer contribution / active EE | $2,696 | $3,907-31.0% | $5,613-52.0% | $2,440+10.5% |
| Participant deferral / active EE | $5,522 | $5,481+0.7% | $7,297-24.3% | $3,608+53.1% |
| Admin fee / account holder | $12 | $7,972-99.8% | $10,843-99.9% | $5,124-99.8% |