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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 | $2,682 | $157,304-98.3% | $141,197-98.1% | $152,909-98.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 123.90% | 64.34%+59.6pp | 71.41%+52.5pp | 345.46%-221.6pp |
| Employer contribution / active EE | $1,091 | $5,263-79.3% | $4,736-77.0% | $4,764-77.1% |
| Participant deferral / active EE | $2,470 | $7,111-65.3% | $6,710-63.2% | $5,851-57.8% |
| Admin fee / account holder | $48 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |