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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 | $7,121 | $201,344-96.5% | $184,243-96.1% | $145,877-95.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 32.97% | 29.01%+4.0pp | 28.82%+4.2pp | 551.28%-518.3pp |
| Employer contribution / active EE | $2,107 | $7,022-70.0% | $6,427-67.2% | $4,663-54.8% |
| Participant deferral / active EE | $3,485 | $9,807-64.5% | $9,132-61.8% | $6,691-47.9% |
| Admin fee / account holder | $173 | $16,382-98.9% | $13,914-98.8% | $13,402-98.7% |