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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 | $3,166 | $88,702-96.4% | $81,780-96.1% | $145,978-97.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.78% | 1029.12%-1000.3pp | 776.27%-747.5pp | 550.52%-521.7pp |
| Employer contribution / active EE | $1,189 | $3,084-61.5% | $2,914-59.2% | $4,662-74.5% |
| Participant deferral / active EE | $1,471 | $4,645-68.3% | $4,321-66.0% | $6,690-78.0% |
| Admin fee / account holder | $8 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |