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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 | $13,778 | $97,027-85.8% | $83,323-83.5% | $135,382-89.8% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | 15.82% | 12.31%+3.5pp | 10.63%+5.2pp | 519.77%-504.0pp |
| Employer contribution / active EE | $3,906 | $4,143-5.7% | $3,379+15.6% | $4,779-18.3% |
| Participant deferral / active EE | $4,499 | $5,964-24.6% | $5,565-19.1% | $5,609-19.8% |
| Admin fee / account holder | $6 | $8,427-99.9% | $7,539-99.9% | $10,829-99.9% |