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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 | $10,194 | $117,444-91.3% | $99,479-89.8% | $152,909-93.3% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 34.65% | 31.87%+2.8pp | 30.72%+3.9pp | 345.46%-310.8pp |
| Employer contribution / active EE | $1,643 | $3,014-45.5% | $2,540-35.3% | $4,764-65.5% |
| Participant deferral / active EE | $4,005 | $4,086-2.0% | $3,619+10.7% | $5,851-31.6% |
| Admin fee / account holder | $32 | $7,635-99.6% | $6,253-99.5% | $11,601-99.7% |