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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 | $11,693 | $99,345-88.2% | $84,753-86.2% | $273,972-95.7% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 638.11% | 22.93%+615.2pp | 22.78%+615.3pp | 41.46%+596.7pp |
| Employer contribution / active EE | $1,593 | $4,214-62.2% | $3,574-55.4% | $4,869-67.3% |
| Participant deferral / active EE | $1,891 | $4,270-55.7% | $3,712-49.0% | $5,287-64.2% |
| Admin fee / account holder | $258 | $6,645-96.1% | $5,333-95.2% | $10,133-97.5% |