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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 | $19,501 | $73,988-73.6% | $96,538-79.8% | $75,177-74.1% |
| Participation rate | 89.5% | 66.4%+23.0pp | 74.3%+15.1pp | 67.2%+22.3pp |
| Annual return | 20.53% | 26.73%-6.2pp | 35.74%-15.2pp | 160.75%-140.2pp |
| Employer contribution / active EE | $4,529 | $2,930+54.6% | $3,740+21.1% | $2,671+69.6% |
| Participant deferral / active EE | $3,004 | $3,660-17.9% | $4,880-38.4% | $4,126-27.2% |
| Admin fee / account holder | $126 | $5,220-97.6% | $6,737-98.1% | $5,651-97.8% |