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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 | $14,810 | $98,240-84.9% | $82,312-82.0% | $147,586-90.0% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 32.46% | 30.85%+1.6pp | 25.88%+6.6pp | 578.59%-546.1pp |
| Employer contribution / active EE | $3,339 | $3,192+4.6% | $2,428+37.5% | $4,876-31.5% |
| Participant deferral / active EE | $6,626 | $4,383+51.2% | $3,706+78.8% | $5,439+21.8% |
| Admin fee / account holder | $25 | $8,563-99.7% | $5,608-99.6% | $10,886-99.8% |