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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 | $27,133 | $223,823-87.9% | $211,142-87.1% | $154,746-82.5% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 35.18% | 50.39%-15.2pp | 46.84%-11.7pp | 172.34%-137.2pp |
| Employer contribution / active EE | $3,379 | $6,787-50.2% | $6,442-47.6% | $4,379-22.8% |
| Participant deferral / active EE | $5,160 | $9,750-47.1% | $9,284-44.4% | $6,730-23.3% |
| Admin fee / account holder | $97 | $19,707-99.5% | $19,076-99.5% | $14,365-99.3% |