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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 | $1,701 | $73,988-97.7% | $96,538-98.2% | $75,177-97.7% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.2pp | 67.2%+25.4pp |
| Annual return | 146.86% | 26.73%+120.1pp | 35.74%+111.1pp | 160.75%-13.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,569 | $3,660-57.1% | $4,880-67.9% | $4,126-62.0% |
| Admin fee / account holder | $54 | $5,220-99.0% | $6,737-99.2% | $5,651-99.0% |