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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 | $10,122 | $99,994-89.9% | $146,647-93.1% | $85,851-88.2% |
| Participation rate | 90.6% | 73.1%+17.5pp | 80.1%+10.5pp | 69.3%+21.2pp |
| Annual return | 25.87% | 18.93%+6.9pp | 22.75%+3.1pp | 318.63%-292.8pp |
| Employer contribution / active EE | $2,708 | $2,559+5.8% | $4,137-34.5% | $2,565+5.6% |
| Participant deferral / active EE | $3,676 | $4,006-8.2% | $5,506-33.2% | $3,952-7.0% |
| Admin fee / account holder | $97 | $7,703-98.7% | $10,281-99.1% | $6,261-98.4% |