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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 | $2,788 | $77,908-96.4% | $149,696-98.1% | $75,173-96.3% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 56.05% | 31.73%+24.3pp | 134.46%-78.4pp | 160.72%-104.7pp |
| Employer contribution / active EE | $479 | $3,138-84.7% | $4,821-90.1% | $2,671-82.1% |
| Participant deferral / active EE | $1,782 | $3,411-47.8% | $5,682-68.6% | $4,126-56.8% |
| Admin fee / account holder | $118 | $5,950-98.0% | $13,212-99.1% | $5,651-97.9% |