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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 | $4,651 | $110,303-95.8% | $95,759-95.1% | $139,487-96.7% |
| Participation rate | 88.9% | 75.7%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 86.11% | 27.19%+58.9pp | 28.42%+57.7pp | 373.84%-287.7pp |
| Employer contribution / active EE | $1,949 | $3,261-40.2% | $2,836-31.3% | $4,755-59.0% |
| Participant deferral / active EE | $3,291 | $4,674-29.6% | $4,244-22.5% | $6,713-51.0% |
| Admin fee / account holder | $224 | $6,615-96.6% | $5,678-96.1% | $11,407-98.0% |