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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 | $4,248 | $106,280-96.0% | $96,538-95.6% | $139,487-97.0% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 393.72% | 38.48%+355.2pp | 35.74%+358.0pp | 373.84%+19.9pp |
| Employer contribution / active EE | $991 | $4,107-75.9% | $3,740-73.5% | $4,755-79.2% |
| Participant deferral / active EE | $2,917 | $5,457-46.6% | $4,880-40.2% | $6,713-56.5% |
| Admin fee / account holder | $55 | $7,888-99.3% | $6,737-99.2% | $11,407-99.5% |