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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 | $174,379-94.2% | $152,093-93.3% | $138,895-92.7% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 62.57% | 74.86%-12.3pp | 66.36%-3.8pp | 145.39%-82.8pp |
| Employer contribution / active EE | $2,708 | $4,652-41.8% | $4,175-35.1% | $4,194-35.4% |
| Participant deferral / active EE | $3,587 | $6,159-41.8% | $5,451-34.2% | $6,396-43.9% |
| Admin fee / account holder | $12 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |