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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 | $13,551 | $185,312-92.7% | $161,489-91.6% | $154,746-91.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 19.21% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,047 | $4,769-57.1% | $4,268-52.0% | $4,379-53.3% |
| Participant deferral / active EE | $4,638 | $6,350-27.0% | $5,630-17.6% | $6,730-31.1% |
| Admin fee / account holder | $110 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |