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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 | $2,573 | $88,778-97.1% | $81,844-96.9% | $145,884-98.2% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 12.88% | 1033.03%-1020.2pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $844 | $3,087-72.7% | $2,916-71.1% | $4,662-81.9% |
| Participant deferral / active EE | $962 | $4,648-79.3% | $4,323-77.8% | $6,690-85.6% |
| Admin fee / account holder | $118 | $8,430-98.6% | $7,355-98.4% | $13,392-99.1% |