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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 | $10,215 | $106,247-90.4% | $96,515-89.4% | $139,466-92.7% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 36.62% | 38.47%-1.8pp | 35.73%+0.9pp | 373.66%-337.0pp |
| Employer contribution / active EE | $2,860 | $4,106-30.3% | $3,740-23.5% | $4,754-39.8% |
| Participant deferral / active EE | $3,279 | $5,456-39.9% | $4,880-32.8% | $6,712-51.1% |
| Admin fee / account holder | $30 | $7,885-99.6% | $6,735-99.6% | $11,409-99.7% |