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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 | $15,319 | $56,200-72.7% | $67,653-77.4% | $59,633-74.3% |
| Participation rate | 96.9% | 71.5%+25.4pp | 75.7%+21.2pp | 68.7%+28.2pp |
| Annual return | -1.65% | 18506.71%-18508.4pp | 6625.22%-6626.9pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $2,397 | $1,615+48.5% | $2,266+5.8% | $2,203+8.8% |
| Participant deferral / active EE | $3,081 | $2,843+8.4% | $3,560-13.4% | $3,192-3.5% |
| Admin fee / account holder | $103 | $3,959-97.4% | $4,821-97.9% | $4,297-97.6% |