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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 | $15,556 | $178,174-91.3% | $156,181-90.0% | $137,256-88.7% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.8%+6.2pp | 80.0%+5.0pp |
| Annual return | 19.94% | 84.19%-64.3pp | 64.87%-44.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,168 | $4,972-76.5% | $4,294-72.8% | $4,156-71.9% |
| Participant deferral / active EE | $2,893 | $6,888-58.0% | $6,132-52.8% | $6,407-54.8% |
| Admin fee / account holder | $218 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |