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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 | $15,064 | $86,949-82.7% | $102,460-85.3% | $80,959-81.4% |
| Participation rate | 78.9% | 72.4%+6.6pp | 76.5%+2.4pp | 67.7%+11.3pp |
| Annual return | 20.25% | 18.89%+1.4pp | 29.47%-9.2pp | 35.67%-15.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,657 | $4,121+37.3% | $5,056+11.9% | $4,300+31.6% |
| Admin fee / account holder | $47 | $8,048-99.4% | $9,460-99.5% | $6,925-99.3% |