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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 | $17,797 | $181,896-90.2% | $156,551-88.6% | $273,972-93.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.76% | 30.74%-20.0pp | 32.23%-21.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,126 | $6,248-66.0% | $5,501-61.3% | $4,869-56.3% |
| Participant deferral / active EE | $5,045 | $5,550-9.1% | $4,871+3.6% | $5,287-4.6% |
| Admin fee / account holder | $140 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |