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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 | $12,531 | $117,895-89.4% | $102,460-87.8% | $145,897-91.4% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 35.73% | 31.92%+3.8pp | 29.47%+6.3pp | 552.29%-516.6pp |
| Employer contribution / active EE | $2,287 | $3,619-36.8% | $3,025-24.4% | $4,663-51.0% |
| Participant deferral / active EE | $4,415 | $5,736-23.0% | $5,056-12.7% | $6,689-34.0% |
| Admin fee / account holder | $195 | $13,353-98.5% | $9,460-97.9% | $13,390-98.5% |