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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 | $4,844 | $124,425-96.1% | $112,040-95.7% | $137,256-96.5% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 24.81% | 24.72%+0.1pp | 24.52%+0.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,030 | $5,718-64.5% | $5,098-60.2% | $6,407-68.3% |
| Admin fee / account holder | $167 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |