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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 | $19,868 | $72,492-72.6% | $87,104-77.2% | $72,975-72.8% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 32.97% | 24.46%+8.5pp | 28.19%+4.8pp | 81.01%-48.0pp |
| Employer contribution / active EE | $7,247 | $1,894+282.6% | $2,521+187.4% | $2,440+197.0% |
| Participant deferral / active EE | $3,766 | $3,270+15.2% | $4,048-7.0% | $3,608+4.4% |
| Admin fee / account holder | $18 | $5,055-99.6% | $7,491-99.8% | $5,124-99.6% |