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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 | $24,124 | $181,896-86.7% | $156,551-84.6% | $273,972-91.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.30% | 30.74%-15.4pp | 32.23%-16.9pp | 41.46%-26.2pp |
| Employer contribution / active EE | $1,924 | $6,248-69.2% | $5,501-65.0% | $4,869-60.5% |
| Participant deferral / active EE | $6,929 | $5,550+24.8% | $4,871+42.2% | $5,287+31.0% |
| Admin fee / account holder | $36 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |