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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 | $4,014 | $73,978-94.6% | $96,515-95.8% | $75,173-94.7% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 97.80% | 26.72%+71.1pp | 35.73%+62.1pp | 160.72%-62.9pp |
| Employer contribution / active EE | $1,397 | $2,931-52.3% | $3,740-62.6% | $2,671-47.7% |
| Participant deferral / active EE | $2,025 | $3,660-44.7% | $4,880-58.5% | $4,126-50.9% |
| Admin fee / account holder | $71 | $5,219-98.6% | $6,735-99.0% | $5,651-98.8% |