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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 | $15,665 | $153,769-89.8% | $133,975-88.3% | $273,972-94.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 29.06% | 36.51%-7.4pp | 29.29%-0.2pp | 41.46%-12.4pp |
| Employer contribution / active EE | $3,404 | $6,029-43.5% | $5,211-34.7% | $4,869-30.1% |
| Participant deferral / active EE | $3,367 | $6,958-51.6% | $6,282-46.4% | $5,287-36.3% |
| Admin fee / account holder | $14 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |