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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 | $10,153 | $181,062-94.4% | $158,223-93.6% | $155,188-93.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 62.57% | 57.39%+5.2pp | 52.09%+10.5pp | 148.84%-86.3pp |
| Employer contribution / active EE | $2,708 | $4,565-40.7% | $4,109-34.1% | $4,248-36.2% |
| Participant deferral / active EE | $3,587 | $6,134-41.5% | $5,467-34.4% | $6,531-45.1% |
| Admin fee / account holder | $12 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |