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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 | $3,975 | $148,623-97.3% | $135,974-97.1% | $139,466-97.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 88.34% | 79.30%+9.0pp | 68.30%+20.0pp | 373.66%-285.3pp |
| Employer contribution / active EE | $1,154 | $5,246-78.0% | $4,859-76.3% | $4,754-75.7% |
| Participant deferral / active EE | $2,937 | $8,103-63.7% | $7,760-62.1% | $6,712-56.2% |
| Admin fee / account holder | $80 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |