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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 | $3,597 | $202,440-98.2% | $169,390-97.9% | $139,466-97.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 31.41% | 532.36%-501.0pp | 406.07%-374.7pp | 373.66%-342.3pp |
| Employer contribution / active EE | $971 | $4,693-79.3% | $4,013-75.8% | $4,754-79.6% |
| Participant deferral / active EE | $1,552 | $6,940-77.6% | $6,222-75.1% | $6,712-76.9% |
| Admin fee / account holder | $142 | $10,722-98.7% | $9,015-98.4% | $11,409-98.8% |