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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 | $3,747 | $100,911-96.3% | $90,440-95.9% | $158,966-97.6% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 19.62% | 1726.62%-1707.0pp | 1294.38%-1274.8pp | 302.95%-283.3pp |
| Employer contribution / active EE | $445 | $3,690-87.9% | $3,263-86.4% | $4,762-90.7% |
| Participant deferral / active EE | $1,616 | $4,348-62.8% | $3,964-59.2% | $5,983-73.0% |
| Admin fee / account holder | $6 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |