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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 | $24,566 | $95,453-74.3% | $112,040-78.1% | $82,448-70.2% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.5%+16.0pp | 68.1%+24.4pp |
| Annual return | 19.46% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,762 | $2,318-24.0% | $2,954-40.3% | $2,551-30.9% |
| Participant deferral / active EE | $4,068 | $4,224-3.7% | $5,098-20.2% | $4,139-1.7% |
| Admin fee / account holder | $198 | $9,013-97.8% | $12,098-98.4% | $7,234-97.3% |