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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 | $5,026 | $54,320-90.7% | $67,652-92.6% | $52,331-90.4% |
| Participation rate | 71.3% | 73.6%-2.3pp | 75.7%-4.3pp | 68.1%+3.2pp |
| Annual return | 43.14% | 6.81%+36.3pp | 6625.40%-6582.3pp | 4.54%+38.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,305 | $2,950-21.9% | $3,560-35.3% | $3,022-23.7% |
| Admin fee / account holder | $191 | $527-63.6% | $4,821-96.0% | $592-67.6% |