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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 | $4,466 | $169,356-97.4% | $129,406-96.5% | $145,897-96.9% |
| Participation rate | 89.5% | 76.5%+13.0pp | 69.6%+19.8pp | 80.3%+9.2pp |
| Annual return | 16.35% | 14418.62%-14402.3pp | 9468.18%-9451.8pp | 552.29%-535.9pp |
| Employer contribution / active EE | $783 | $5,542-85.9% | $4,155-81.1% | $4,663-83.2% |
| Participant deferral / active EE | $1,256 | $4,987-74.8% | $4,167-69.9% | $6,689-81.2% |
| Admin fee / account holder | $19 | $9,915-99.8% | $7,689-99.8% | $13,390-99.9% |