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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 | $27,207 | $101,672-73.2% | $147,117-81.5% | $74,478-63.5% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 38.25% | 8757.83%-8719.6pp | 420.54%-382.3pp | 1370.56%-1332.3pp |
| Employer contribution / active EE | $4,820 | $3,813+26.4% | $4,932-2.3% | $2,626+83.5% |
| Participant deferral / active EE | $6,867 | $7,305-6.0% | $8,065-14.9% | $4,350+57.9% |
| Admin fee / account holder | $194 | $1,753-88.9% | $12,993-98.5% | $1,946-90.0% |