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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 | $11,458 | $89,259-87.2% | $107,187-89.3% | $82,637-86.1% |
| Participation rate | 74.1% | 67.9%+6.1pp | 75.0%-0.9pp | 68.1%+6.0pp |
| Annual return | 26.75% | 21.02%+5.7pp | 204.55%-177.8pp | 53.51%-26.8pp |
| Employer contribution / active EE | $1,964 | $3,080-36.2% | $3,782-48.1% | $2,552-23.1% |
| Participant deferral / active EE | $4,650 | $4,037+15.2% | $5,096-8.7% | $4,126+12.7% |
| Admin fee / account holder | $183 | $7,381-97.5% | $9,162-98.0% | $7,339-97.5% |