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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 | $4,615 | $183,592-97.5% | $155,574-97.0% | $145,877-96.8% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 19.97% | 61.37%-41.4pp | 64.87%-44.9pp | 551.28%-531.3pp |
| Employer contribution / active EE | $1,443 | $5,317-72.9% | $4,676-69.1% | $4,663-69.1% |
| Participant deferral / active EE | $2,717 | $6,466-58.0% | $5,629-51.7% | $6,691-59.4% |
| Admin fee / account holder | $40 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |