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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 | $17,392 | $110,212-84.2% | $96,534-82.0% | $139,466-87.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.6pp | 80.3%-8.9pp |
| Annual return | 36.72% | 26.42%+10.3pp | 25.88%+10.8pp | 373.66%-336.9pp |
| Employer contribution / active EE | $4,151 | $3,620+14.7% | $2,965+40.0% | $4,754-12.7% |
| Participant deferral / active EE | $4,302 | $5,547-22.4% | $4,851-11.3% | $6,712-35.9% |
| Admin fee / account holder | $224 | $11,599-98.1% | $8,253-97.3% | $11,409-98.0% |