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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 | $26,959 | $181,896-85.2% | $156,551-82.8% | $273,972-90.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 22.54% | 30.74%-8.2pp | 32.23%-9.7pp | 41.46%-18.9pp |
| Employer contribution / active EE | $7,022 | $6,248+12.4% | $5,501+27.6% | $4,869+44.2% |
| Participant deferral / active EE | $5,111 | $5,550-7.9% | $4,871+4.9% | $5,287-3.3% |
| Admin fee / account holder | $55 | $15,560-99.6% | $13,028-99.6% | $10,133-99.5% |