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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 | $19,666 | $153,774-87.2% | $133,979-85.3% | $273,970-92.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 32.86% | 36.51%-3.7pp | 29.30%+3.6pp | 41.46%-8.6pp |
| Employer contribution / active EE | $3,404 | $6,029-43.5% | $5,211-34.7% | $4,869-30.1% |
| Participant deferral / active EE | $12,773 | $6,958+83.6% | $6,282+103.3% | $5,287+141.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |