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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 | $4,093 | $100,911-95.9% | $90,440-95.5% | $158,966-97.4% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 24.24% | 1726.62%-1702.4pp | 1294.38%-1270.1pp | 302.95%-278.7pp |
| Employer contribution / active EE | $962 | $3,690-73.9% | $3,263-70.5% | $4,762-79.8% |
| Participant deferral / active EE | $1,099 | $4,348-74.7% | $3,964-72.3% | $5,983-81.6% |
| Admin fee / account holder | $12 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |