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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 | $25,419 | $199,109-87.2% | $173,730-85.4% | $154,746-83.6% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 15.29% | 20.02%-4.7pp | 19.96%-4.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,775 | $7,113-61.0% | $6,326-56.1% | $6,730-58.8% |
| Admin fee / account holder | $99 | $20,916-99.5% | $17,523-99.4% | $14,365-99.3% |