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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 | $4,977 | $180,459-97.2% | $154,108-96.8% | $135,380-96.3% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | 10.90% | 888.21%-877.3pp | 735.21%-724.3pp | 519.81%-508.9pp |
| Employer contribution / active EE | $2,130 | $6,035-64.7% | $5,298-59.8% | $4,779-55.4% |
| Participant deferral / active EE | $3,832 | $5,806-34.0% | $5,081-24.6% | $5,609-31.7% |
| Admin fee / account holder | $297 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |