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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 | $37,626 | $254,759-85.2% | $216,567-82.6% | $198,609-81.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 20.98% | 10.04%+10.9pp | 12.94%+8.0pp | 202.70%-181.7pp |
| Employer contribution / active EE | $4,614 | $6,096-24.3% | $5,216-11.5% | $5,055-8.7% |
| Participant deferral / active EE | $7,943 | $6,948+14.3% | $6,191+28.3% | $6,977+13.9% |
| Admin fee / account holder | $72 | $26,311-99.7% | $21,981-99.7% | $19,030-99.6% |