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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 | $18,549 | $210,510-91.2% | $153,500-87.9% | $145,877-87.3% |
| Participation rate | 81.8% | 82.1%-0.3pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 17.71% | 13.45%+4.3pp | 15.70%+2.0pp | 551.28%-533.6pp |
| Employer contribution / active EE | $3,006 | $6,052-50.3% | $5,039-40.4% | $4,663-35.5% |
| Participant deferral / active EE | $5,115 | $7,974-35.9% | $6,756-24.3% | $6,691-23.5% |
| Admin fee / account holder | $15 | $19,455-99.9% | $12,736-99.9% | $13,402-99.9% |