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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 | $12,620 | $110,212-88.5% | $96,534-86.9% | $139,466-91.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.1pp | 80.3%+13.8pp |
| Annual return | 30.05% | 26.42%+3.6pp | 25.88%+4.2pp | 373.66%-343.6pp |
| Employer contribution / active EE | $2,233 | $3,620-38.3% | $2,965-24.7% | $4,754-53.0% |
| Participant deferral / active EE | $3,853 | $5,547-30.5% | $4,851-20.6% | $6,712-42.6% |
| Admin fee / account holder | $48 | $11,599-99.6% | $8,253-99.4% | $11,409-99.6% |