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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 | $4,037 | $63,346-93.6% | $92,240-95.6% | $70,126-94.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.31% | 530.19%-511.9pp | 176.29%-158.0pp | 73.15%-54.8pp |
| Employer contribution / active EE | $510 | $2,471-79.4% | $3,680-86.1% | $2,343-78.2% |
| Participant deferral / active EE | $2,152 | $2,854-24.6% | $3,897-44.8% | $3,332-35.4% |
| Admin fee / account holder | $252 | $3,841-93.4% | $5,194-95.1% | $4,645-94.6% |