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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 | $20,823 | $162,812-87.2% | $133,971-84.5% | $158,966-86.9% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 36.27% | 41.94%-5.7pp | 45.09%-8.8pp | 302.95%-266.7pp |
| Employer contribution / active EE | $2,395 | $4,976-51.9% | $3,919-38.9% | $4,762-49.7% |
| Participant deferral / active EE | $7,282 | $5,910+23.2% | $5,047+44.3% | $5,983+21.7% |
| Admin fee / account holder | $293 | $11,741-97.5% | $8,929-96.7% | $11,250-97.4% |