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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 | $183,539-97.5% | $155,556-97.0% | $145,897-96.8% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 19.97% | 61.31%-41.3pp | 64.84%-44.9pp | 552.29%-532.3pp |
| Employer contribution / active EE | $1,443 | $5,315-72.9% | $4,675-69.1% | $4,663-69.1% |
| Participant deferral / active EE | $2,717 | $6,467-58.0% | $5,631-51.8% | $6,689-59.4% |
| Admin fee / account holder | $40 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |