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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 | $3,669 | $85,060-95.7% | $70,548-94.8% | $139,456-97.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 29.95% | 30.38%-0.4pp | 32.78%-2.8pp | 373.45%-343.5pp |
| Employer contribution / active EE | $797 | $3,911-79.6% | $2,975-73.2% | $4,753-83.2% |
| Participant deferral / active EE | $1,138 | $5,890-80.7% | $4,567-75.1% | $6,711-83.0% |
| Admin fee / account holder | $11 | $8,925-99.9% | $6,424-99.8% | $11,407-99.9% |