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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 | $3,439 | $202,440-98.3% | $169,390-98.0% | $139,466-97.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 39.61% | 532.36%-492.8pp | 406.07%-366.5pp | 373.66%-334.1pp |
| Employer contribution / active EE | $1,183 | $4,693-74.8% | $4,013-70.5% | $4,754-75.1% |
| Participant deferral / active EE | $1,283 | $6,940-81.5% | $6,222-79.4% | $6,712-80.9% |
| Admin fee / account holder | $189 | $10,722-98.2% | $9,015-97.9% | $11,409-98.3% |