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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 | $117,895-88.9% | $102,460-87.2% | $145,897-91.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 24.61% | 31.92%-7.3pp | 29.47%-4.9pp | 552.29%-527.7pp |
| Employer contribution / active EE | $2,319 | $3,619-35.9% | $3,025-23.3% | $4,663-50.3% |
| Participant deferral / active EE | $4,599 | $5,736-19.8% | $5,056-9.0% | $6,689-31.2% |
| Admin fee / account holder | $20 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |