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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 | $9,243 | $160,040-94.2% | $147,096-93.7% | $145,877-93.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,084 | $5,289-79.5% | $4,936-78.0% | $4,663-76.8% |
| Participant deferral / active EE | $2,857 | $8,429-66.1% | $8,071-64.6% | $6,691-57.3% |
| Admin fee / account holder | $43 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |