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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 | $22,944 | $136,860-83.2% | $120,344-80.9% | $154,746-85.2% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 16.49% | 21.38%-4.9pp | 20.30%-3.8pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,893 | $5,793-50.1% | $5,135-43.7% | $6,730-57.0% |
| Admin fee / account holder | $243 | $15,393-98.4% | $12,742-98.1% | $14,365-98.3% |