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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 | $2,517 | $103,008-97.6% | $90,304-97.2% | $152,897-98.4% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.5%+5.8pp |
| Annual return | 23.84% | 95.22%-71.4pp | 78.13%-54.3pp | 345.43%-321.6pp |
| Employer contribution / active EE | $391 | $3,139-87.5% | $2,855-86.3% | $4,764-91.8% |
| Participant deferral / active EE | $1,284 | $4,281-70.0% | $3,885-67.0% | $5,851-78.1% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |