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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 | $9,189 | $167,353-94.5% | $143,797-93.6% | $134,545-93.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 41.17% | 0.48%+40.7pp | -0.04%+41.2pp | 418.37%-377.2pp |
| Employer contribution / active EE | $1,281 | $5,620-77.2% | $4,952-74.1% | $4,742-73.0% |
| Participant deferral / active EE | $5,921 | $6,447-8.2% | $5,638+5.0% | $6,401-7.5% |
| Admin fee / account holder | $68 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |