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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 | $4,633 | $169,336-97.3% | $129,384-96.4% | $145,884-96.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.03% | 14408.70%-14394.7pp | 9461.77%-9447.7pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,086 | $5,540-80.4% | $4,153-73.9% | $4,662-76.7% |
| Participant deferral / active EE | $1,629 | $4,985-67.3% | $4,166-60.9% | $6,690-75.6% |
| Admin fee / account holder | $66 | $9,912-99.3% | $7,686-99.1% | $13,392-99.5% |