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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 | $15,495 | $56,197-72.4% | $67,652-77.1% | $59,633-74.0% |
| Participation rate | 96.2% | 71.5%+24.7pp | 75.7%+20.5pp | 68.7%+27.5pp |
| Annual return | 1.52% | 18508.10%-18506.6pp | 6625.40%-6623.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,535 | $1,615-4.9% | $2,266-32.2% | $2,203-30.3% |
| Participant deferral / active EE | $1,626 | $2,844-42.8% | $3,560-54.3% | $3,192-49.1% |
| Admin fee / account holder | $181 | $3,958-95.4% | $4,821-96.3% | $4,297-95.8% |