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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 | $9,999 | $183,592-94.6% | $155,574-93.6% | $145,877-93.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,610 | $5,317-69.7% | $4,676-65.6% | $4,663-65.5% |
| Participant deferral / active EE | $3,303 | $6,466-48.9% | $5,629-41.3% | $6,691-50.6% |
| Admin fee / account holder | $119 | $19,316-99.4% | $15,914-99.3% | $13,402-99.1% |