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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 | $15,260 | $104,251-85.4% | $91,004-83.2% | $147,586-89.7% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 29.62% | 27.06%+2.6pp | 4.60%+25.0pp | 578.59%-549.0pp |
| Employer contribution / active EE | $2,028 | $3,116-34.9% | $2,456-17.4% | $4,876-58.4% |
| Participant deferral / active EE | $3,425 | $4,195-18.4% | $3,548-3.5% | $5,439-37.0% |
| Admin fee / account holder | $265 | $8,948-97.0% | $5,417-95.1% | $10,886-97.6% |