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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 | $13,497 | $184,014-92.7% | $161,149-91.6% | $138,895-90.3% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.8%+15.3pp | 79.9%+14.2pp |
| Annual return | 32.22% | 21.52%+10.7pp | 21.16%+11.1pp | 145.39%-113.2pp |
| Employer contribution / active EE | $2,784 | $5,055-44.9% | $4,360-36.1% | $4,194-33.6% |
| Participant deferral / active EE | $5,913 | $6,909-14.4% | $6,153-3.9% | $6,396-7.5% |
| Admin fee / account holder | $194 | $18,027-98.9% | $15,194-98.7% | $12,562-98.5% |