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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 | $1,908 | $58,234-96.7% | $81,783-97.7% | $80,874-97.6% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.4%+23.9pp | 67.6%+28.6pp |
| Annual return | 15.35% | 41.70%-26.3pp | 775.05%-759.7pp | 35.62%-20.3pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,015 | $3,283-69.1% | $4,320-76.5% | $4,297-76.4% |
| Admin fee / account holder | $252 | $4,982-94.9% | $7,380-96.6% | $6,935-96.4% |