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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 | $15,803 | $106,749-85.2% | $145,433-89.1% | $82,448-80.8% |
| Participation rate | 97.3% | 75.6%+21.6pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 32.21% | 27.59%+4.6pp | 66.58%-34.4pp | 41.64%-9.4pp |
| Employer contribution / active EE | $3,598 | $3,444+4.4% | $4,554-21.0% | $2,551+41.0% |
| Participant deferral / active EE | $7,025 | $6,519+7.8% | $7,897-11.0% | $4,139+69.7% |
| Admin fee / account holder | $227 | $8,390-97.3% | $13,129-98.3% | $7,234-96.9% |