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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 | $15,191 | $105,856-85.6% | $90,161-83.2% | $147,586-89.7% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 59.82% | 37.63%+22.2pp | 34.89%+24.9pp | 578.59%-518.8pp |
| Employer contribution / active EE | $484 | $4,126-88.3% | $3,318-85.4% | $4,876-90.1% |
| Participant deferral / active EE | $9,928 | $5,733+73.2% | $5,287+87.8% | $5,439+82.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |