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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 | $13,152 | $110,307-88.1% | $96,576-86.4% | $139,456-90.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 27.03% | 26.40%+0.6pp | 25.87%+1.2pp | 373.45%-346.4pp |
| Employer contribution / active EE | $2,600 | $3,619-28.2% | $2,965-12.3% | $4,753-45.3% |
| Participant deferral / active EE | $4,694 | $5,547-15.4% | $4,851-3.2% | $6,711-30.1% |
| Admin fee / account holder | $12 | $11,597-99.9% | $8,253-99.9% | $11,407-99.9% |