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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 | $2,601 | $169,356-98.5% | $129,406-98.0% | $145,897-98.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.2pp | 80.3%+8.6pp |
| Annual return | 15.37% | 14418.62%-14403.2pp | 9468.18%-9452.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $493 | $5,542-91.1% | $4,155-88.1% | $4,663-89.4% |
| Participant deferral / active EE | $840 | $4,987-83.1% | $4,167-79.8% | $6,689-87.4% |
| Admin fee / account holder | $27 | $9,915-99.7% | $7,689-99.6% | $13,390-99.8% |