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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 | $126,661-96.2% | $113,397-95.7% | $138,895-96.5% |
| Participation rate | 87.0% | 79.4%+7.5pp | 76.5%+10.5pp | 79.9%+7.0pp |
| Annual return | 24.81% | 25.05%-0.2pp | 23.20%+1.6pp | 145.39%-120.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,030 | $5,693-64.3% | $5,076-60.0% | $6,396-68.3% |
| Admin fee / account holder | $167 | $14,549-98.9% | $11,957-98.6% | $12,562-98.7% |