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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 | $8,074 | $169,361-95.2% | $129,397-93.8% | $145,877-94.5% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 18.02% | 14395.54%-14377.5pp | 9453.98%-9436.0pp | 551.28%-533.3pp |
| Employer contribution / active EE | $1,649 | $5,542-70.2% | $4,154-60.3% | $4,663-64.6% |
| Participant deferral / active EE | $2,116 | $4,987-57.6% | $4,167-49.2% | $6,691-68.4% |
| Admin fee / account holder | $113 | $9,903-98.9% | $7,679-98.5% | $13,402-99.2% |