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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 | $12,282 | $124,425-90.1% | $112,040-89.0% | $137,256-91.1% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 26.45% | 24.72%+1.7pp | 24.52%+1.9pp | 220.34%-193.9pp |
| Employer contribution / active EE | $2,230 | $3,411-34.6% | $2,954-24.5% | $4,156-46.4% |
| Participant deferral / active EE | $4,191 | $5,718-26.7% | $5,098-17.8% | $6,407-34.6% |
| Admin fee / account holder | $5 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |