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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 | $13,137 | $117,829-88.9% | $102,423-87.2% | $145,877-91.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 24.61% | 31.83%-7.2pp | 29.42%-4.8pp | 551.28%-526.7pp |
| Employer contribution / active EE | $2,319 | $3,615-35.8% | $3,023-23.3% | $4,663-50.3% |
| Participant deferral / active EE | $4,599 | $5,732-19.8% | $5,054-9.0% | $6,691-31.3% |
| Admin fee / account holder | $20 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |