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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 | $28,302 | $95,453-70.4% | $112,040-74.7% | $82,448-65.7% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.5%+21.5pp | 68.1%+29.9pp |
| Annual return | 23.10% | 23.92%-0.8pp | 24.52%-1.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $2,640 | $2,318+13.9% | $2,954-10.6% | $2,551+3.5% |
| Participant deferral / active EE | $3,490 | $4,224-17.4% | $5,098-31.5% | $4,139-15.7% |
| Admin fee / account holder | $90 | $9,013-99.0% | $12,098-99.3% | $7,234-98.8% |