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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 | $31,014 | $95,453-67.5% | $112,040-72.3% | $82,448-62.4% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 48.41% | 23.92%+24.5pp | 24.52%+23.9pp | 41.64%+6.8pp |
| Employer contribution / active EE | $3,223 | $2,318+39.0% | $2,954+9.1% | $2,551+26.3% |
| Participant deferral / active EE | $5,158 | $4,224+22.1% | $5,098+1.2% | $4,139+24.6% |
| Admin fee / account holder | $186 | $9,013-97.9% | $12,098-98.5% | $7,234-97.4% |