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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 | $21,146 | $60,349-65.0% | $74,184-71.5% | $62,881-66.4% |
| Participation rate | 93.0% | 72.7%+20.3pp | 76.6%+16.4pp | 69.3%+23.7pp |
| Annual return | 18.01% | 21.38%-3.4pp | 17.74%+0.3pp | 20.14%-2.1pp |
| Employer contribution / active EE | $1,814 | $1,680+7.9% | $2,370-23.5% | $2,281-20.5% |
| Participant deferral / active EE | $4,838 | $2,856+69.4% | $3,550+36.3% | $3,203+51.0% |
| Admin fee / account holder | $132 | $4,261-96.9% | $5,586-97.6% | $4,296-96.9% |