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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 | $26,731 | $181,896-85.3% | $156,551-82.9% | $273,972-90.2% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 12.81% | 30.74%-17.9pp | 32.23%-19.4pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,836 | $6,248-70.6% | $5,501-66.6% | $4,869-62.3% |
| Participant deferral / active EE | $4,458 | $5,550-19.7% | $4,871-8.5% | $5,287-15.7% |
| Admin fee / account holder | $225 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |