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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 | $22,082 | $136,860-83.9% | $120,344-81.7% | $154,746-85.7% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 14.96% | 21.38%-6.4pp | 20.30%-5.3pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,501 | $3,533-57.5% | $3,020-50.3% | $4,379-65.7% |
| Participant deferral / active EE | $3,084 | $5,793-46.8% | $5,135-39.9% | $6,730-54.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |