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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 | $13,655 | $76,551-82.2% | $123,894-89.0% | $62,881-78.3% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 21.94% | 18.68%+3.3pp | 47.52%-25.6pp | 20.14%+1.8pp |
| Employer contribution / active EE | $2,823 | $2,882-2.1% | $4,617-38.9% | $2,281+23.8% |
| Participant deferral / active EE | $5,571 | $4,840+15.1% | $5,984-6.9% | $3,203+73.9% |
| Admin fee / account holder | $57 | $4,826-98.8% | $8,357-99.3% | $4,296-98.7% |