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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 | $22,662 | $106,749-78.8% | $145,433-84.4% | $82,448-72.5% |
| Participation rate | 94.6% | 75.6%+18.9pp | 82.1%+12.5pp | 68.1%+26.5pp |
| Annual return | 25.80% | 27.59%-1.8pp | 66.58%-40.8pp | 41.64%-15.8pp |
| Employer contribution / active EE | $3,511 | $3,444+1.9% | $4,554-22.9% | $2,551+37.7% |
| Participant deferral / active EE | $5,111 | $6,519-21.6% | $7,897-35.3% | $4,139+23.5% |
| Admin fee / account holder | $223 | $8,390-97.3% | $13,129-98.3% | $7,234-96.9% |