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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 | $5,889 | $95,979-93.9% | $74,549-92.1% | $135,381-95.7% |
| Participation rate | 91.3% | 75.6%+15.7pp | 69.1%+22.2pp | 82.6%+8.7pp |
| Annual return | 22.10% | 56.98%-34.9pp | 32.54%-10.4pp | 519.81%-497.7pp |
| Employer contribution / active EE | $1,387 | $2,716-49.0% | $1,961-29.3% | $4,779-71.0% |
| Participant deferral / active EE | $2,679 | $3,844-30.3% | $3,108-13.8% | $5,609-52.2% |
| Admin fee / account holder | $0 | $6,523-100.0% | $5,059-100.0% | $10,828-100.0% |