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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 | $22,377 | $176,786-87.3% | $146,643-84.7% | $167,536-86.6% |
| Participation rate | 86.7% | 83.6%+3.0pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 18.14% | 24.04%-5.9pp | 22.75%-4.6pp | 478.82%-460.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,436 | $6,440+46.5% | $5,506+71.4% | $6,342+48.8% |
| Admin fee / account holder | $168 | $13,262-98.7% | $10,280-98.4% | $12,315-98.6% |