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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 | $15,734 | $110,286-85.7% | $96,569-83.7% | $139,427-88.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 33.96% | 26.39%+7.6pp | 25.87%+8.1pp | 373.27%-339.3pp |
| Employer contribution / active EE | $5,297 | $3,619+46.4% | $2,965+78.7% | $4,752+11.5% |
| Participant deferral / active EE | $5,936 | $5,546+7.0% | $4,851+22.4% | $6,711-11.5% |
| Admin fee / account holder | $142 | $11,592-98.8% | $8,251-98.3% | $11,404-98.8% |