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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 | $4,999 | $111,787-95.5% | $93,681-94.7% | $145,978-96.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 12.87% | 203.52%-190.7pp | 133.47%-120.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $579 | $3,093-81.3% | $2,422-76.1% | $4,662-87.6% |
| Participant deferral / active EE | $1,306 | $4,918-73.4% | $4,415-70.4% | $6,690-80.5% |
| Admin fee / account holder | $108 | $10,256-98.9% | $8,290-98.7% | $13,400-99.2% |