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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 | $9,323 | $217,432-95.7% | $185,851-95.0% | $167,553-94.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.99% | 148.43%-132.4pp | 122.11%-106.1pp | 478.89%-462.9pp |
| Employer contribution / active EE | $3,188 | $5,874-45.7% | $5,168-38.3% | $4,840-34.1% |
| Participant deferral / active EE | $2,952 | $6,357-53.6% | $5,569-47.0% | $6,343-53.5% |
| Admin fee / account holder | $107 | $19,820-99.5% | $16,245-99.3% | $12,316-99.1% |