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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 | $14,217 | $156,398-90.9% | $147,318-90.3% | $138,895-89.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 23.16% | 78.75%-55.6pp | 70.43%-47.3pp | 145.39%-122.2pp |
| Employer contribution / active EE | $922 | $4,853-81.0% | $4,593-79.9% | $4,194-78.0% |
| Participant deferral / active EE | $2,635 | $8,237-68.0% | $7,906-66.7% | $6,396-58.8% |
| Admin fee / account holder | $276 | $14,976-98.2% | $13,708-98.0% | $12,562-97.8% |