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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 | $13,247 | $154,228-91.4% | $145,433-90.9% | $137,256-90.3% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 28.04% | 74.59%-46.5pp | 66.58%-38.5pp | 220.34%-192.3pp |
| Employer contribution / active EE | $1,879 | $4,804-60.9% | $4,554-58.7% | $4,156-54.8% |
| Participant deferral / active EE | $2,620 | $8,216-68.1% | $7,897-66.8% | $6,407-59.1% |
| Admin fee / account holder | $221 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |