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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 | $12,394 | $181,062-93.2% | $158,223-92.2% | $155,188-92.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.92% | 57.39%-35.5pp | 52.09%-30.2pp | 148.84%-126.9pp |
| Employer contribution / active EE | $3,961 | $4,565-13.2% | $4,109-3.6% | $4,248-6.7% |
| Participant deferral / active EE | $5,137 | $6,134-16.3% | $5,467-6.0% | $6,531-21.3% |
| Admin fee / account holder | $178 | $18,825-99.1% | $16,047-98.9% | $14,480-98.8% |