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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 | $9,065 | $202,342-95.5% | $172,752-94.8% | $152,897-94.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.50% | 1029.83%-1008.3pp | 802.97%-781.5pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,713 | $5,858-70.8% | $5,144-66.7% | $4,764-64.0% |
| Participant deferral / active EE | $2,364 | $5,948-60.3% | $5,198-54.5% | $5,851-59.6% |
| Admin fee / account holder | $124 | $17,111-99.3% | $13,955-99.1% | $11,599-98.9% |