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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 | $2,850 | $68,097-95.8% | $62,929-95.5% | $137,256-97.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.73% | 1859.11%-1837.4pp | 1063.93%-1042.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $257 | $2,811-90.8% | $2,505-89.7% | $4,156-93.8% |
| Participant deferral / active EE | $1,182 | $4,553-74.0% | $3,888-69.6% | $6,407-81.6% |
| Admin fee / account holder | $157 | $6,521-97.6% | $5,065-96.9% | $12,270-98.7% |