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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 | $18,163 | $108,825-83.3% | $156,181-88.4% | $82,448-78.0% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 33.31% | 20.59%+12.7pp | 64.87%-31.6pp | 41.64%-8.3pp |
| Employer contribution / active EE | $3,182 | $2,870+10.9% | $4,294-25.9% | $2,551+24.7% |
| Participant deferral / active EE | $6,550 | $4,577+43.1% | $6,132+6.8% | $4,139+58.2% |
| Admin fee / account holder | $177 | $9,341-98.1% | $14,586-98.8% | $7,234-97.5% |