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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 | $21,599 | $80,992-73.3% | $96,534-77.6% | $75,173-71.3% |
| Participation rate | 98.0% | 71.8%+26.2pp | 76.0%+22.0pp | 67.2%+30.8pp |
| Annual return | 24.87% | 27.05%-2.2pp | 25.88%-1.0pp | 160.72%-135.9pp |
| Employer contribution / active EE | $2,722 | $2,283+19.2% | $2,965-8.2% | $2,671+1.9% |
| Participant deferral / active EE | $3,901 | $3,929-0.7% | $4,851-19.6% | $4,126-5.5% |
| Admin fee / account holder | $58 | $6,717-99.1% | $8,253-99.3% | $5,651-99.0% |