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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 | $4,703 | $156,927-97.0% | $121,169-96.1% | $139,456-96.6% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 47.10% | 1475.85%-1428.7pp | 986.71%-939.6pp | 373.45%-326.3pp |
| Employer contribution / active EE | $1,571 | $5,542-71.7% | $4,168-62.3% | $4,753-66.9% |
| Participant deferral / active EE | $1,779 | $4,848-63.3% | $4,083-56.4% | $6,711-73.5% |
| Admin fee / account holder | $215 | $6,946-96.9% | $5,645-96.2% | $11,407-98.1% |