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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 | $18,226 | $202,342-91.0% | $172,753-89.4% | $152,909-88.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 38.30% | 1029.88%-991.6pp | 803.00%-764.7pp | 345.46%-307.2pp |
| Employer contribution / active EE | $1,240 | $5,857-78.8% | $5,144-75.9% | $4,764-74.0% |
| Participant deferral / active EE | $3,871 | $5,948-34.9% | $5,198-25.5% | $5,851-33.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |