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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 | $19,385 | $178,174-89.1% | $156,181-87.6% | $137,256-85.9% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 10.34% | 84.19%-73.9pp | 64.87%-54.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,306 | $4,972-73.7% | $4,294-69.6% | $4,156-68.6% |
| Participant deferral / active EE | $7,052 | $6,888+2.4% | $6,132+15.0% | $6,407+10.1% |
| Admin fee / account holder | $216 | $17,404-98.8% | $14,586-98.5% | $12,270-98.2% |