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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 | $10,308 | $71,873-85.7% | $86,698-88.1% | $68,490-84.9% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | 387.76% | 3.54%+384.2pp | 35.96%+351.8pp | -7.85%+395.6pp |
| Employer contribution / active EE | $763 | $2,173-64.9% | $2,837-73.1% | $2,597-70.6% |
| Participant deferral / active EE | $2,885 | $3,779-23.6% | $4,656-38.0% | $4,028-28.4% |
| Admin fee / account holder | $35 | $6,110-99.4% | $7,492-99.5% | $5,403-99.4% |