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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 | $136,860-91.0% | $120,344-89.8% | $154,746-92.1% |
| Participation rate | 95.8% | 79.9%+15.9pp | 76.7%+19.1pp | 80.7%+15.1pp |
| Annual return | 26.45% | 21.38%+5.1pp | 20.30%+6.1pp | 172.34%-145.9pp |
| Employer contribution / active EE | $2,230 | $3,533-36.9% | $3,020-26.2% | $4,379-49.1% |
| Participant deferral / active EE | $4,191 | $5,793-27.7% | $5,135-18.4% | $6,730-37.7% |
| Admin fee / account holder | $5 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |