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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 | $169,361-98.5% | $129,397-98.0% | $145,877-98.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 15.37% | 14395.54%-14380.2pp | 9453.98%-9438.6pp | 551.28%-535.9pp |
| Employer contribution / active EE | $493 | $5,542-91.1% | $4,154-88.1% | $4,663-89.4% |
| Participant deferral / active EE | $840 | $4,987-83.2% | $4,167-79.8% | $6,691-87.4% |
| Admin fee / account holder | $27 | $9,903-99.7% | $7,679-99.6% | $13,402-99.8% |