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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 | $21,892 | $135,956-83.9% | $123,894-82.3% | $273,972-92.0% |
| Participation rate | 82.4% | 84.1%-1.7pp | 81.4%+0.9pp | 83.0%-0.7pp |
| Annual return | 6.94% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,227 | $5,170-56.9% | $4,617-51.8% | $4,869-54.3% |
| Participant deferral / active EE | $4,972 | $6,343-21.6% | $5,984-16.9% | $5,287-6.0% |
| Admin fee / account holder | $159 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |