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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 | $13,110 | $86,701-84.9% | $73,309-82.1% | $125,389-89.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 74.9%+14.0pp | 83.2%+5.7pp |
| Annual return | 6.64% | 2.78%+3.9pp | 5.67%+1.0pp | 282.24%-275.6pp |
| Employer contribution / active EE | $2,360 | $4,152-43.2% | $3,237-27.1% | $4,866-51.5% |
| Participant deferral / active EE | $5,645 | $5,549+1.7% | $4,991+13.1% | $5,352+5.5% |
| Admin fee / account holder | $198 | $7,768-97.5% | $5,635-96.5% | $9,541-97.9% |