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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 | $4,999 | $96,388-94.8% | $80,627-93.8% | $139,466-96.4% |
| Participation rate | 95.2% | 73.6%+21.6pp | 67.0%+28.2pp | 80.3%+14.9pp |
| Annual return | 14.98% | 1352.08%-1337.1pp | 936.76%-921.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $919 | $3,260-71.8% | $2,723-66.2% | $4,754-80.7% |
| Participant deferral / active EE | $2,986 | $5,224-42.8% | $4,443-32.8% | $6,712-55.5% |
| Admin fee / account holder | $159 | $6,603-97.6% | $5,381-97.0% | $11,409-98.6% |