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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 | $5,399 | $109,967-95.1% | $97,197-94.4% | $145,877-96.3% |
| Participation rate | 94.4% | 76.0%+18.5pp | 72.7%+21.8pp | 80.3%+14.1pp |
| Annual return | 16.31% | 244.27%-228.0pp | 75.47%-59.2pp | 551.28%-535.0pp |
| Employer contribution / active EE | $852 | $3,077-72.3% | $2,723-68.7% | $4,663-81.7% |
| Participant deferral / active EE | $1,587 | $4,676-66.1% | $4,263-62.8% | $6,691-76.3% |
| Admin fee / account holder | $47 | $6,199-99.2% | $5,637-99.2% | $13,402-99.6% |