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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 | $31,288 | $181,896-82.8% | $156,551-80.0% | $273,972-88.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.07% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $7,063 | $6,248+13.0% | $5,501+28.4% | $4,869+45.1% |
| Participant deferral / active EE | $8,197 | $5,550+47.7% | $4,871+68.3% | $5,287+55.0% |
| Admin fee / account holder | $152 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |