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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 | $5,180 | $67,602-92.3% | $82,312-93.7% | $70,126-92.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1588.88% | 21.57%+1567.3pp | 25.88%+1563.0pp | 73.15%+1515.7pp |
| Employer contribution / active EE | $1,168 | $1,755-33.4% | $2,428-51.9% | $2,343-50.1% |
| Participant deferral / active EE | $1,998 | $2,987-33.1% | $3,706-46.1% | $3,332-40.0% |
| Admin fee / account holder | $101 | $4,512-97.8% | $5,608-98.2% | $4,645-97.8% |