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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 | $25,562 | $153,769-83.4% | $133,975-80.9% | $273,972-90.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.34% | 36.51%-23.2pp | 29.29%-15.9pp | 41.46%-28.1pp |
| Employer contribution / active EE | $4,752 | $6,029-21.2% | $5,211-8.8% | $4,869-2.4% |
| Participant deferral / active EE | $5,256 | $6,958-24.5% | $6,282-16.3% | $5,287-0.6% |
| Admin fee / account holder | $123 | $11,765-99.0% | $9,324-98.7% | $10,133-98.8% |