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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 | $1,234 | $65,440-98.1% | $98,506-98.7% | $85,851-98.6% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.3%+19.6pp |
| Annual return | 36.39% | 21.75%+14.6pp | 1494.92%-1458.5pp | 318.63%-282.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,465 | $3,168-53.7% | $4,277-65.7% | $3,952-62.9% |
| Admin fee / account holder | $147 | $4,596-96.8% | $5,955-97.5% | $6,261-97.6% |