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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 | $3,650 | $99,652-96.3% | $78,778-95.4% | $147,586-97.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 29.53% | 47.28%-17.8pp | 35.62%-6.1pp | 578.59%-549.1pp |
| Employer contribution / active EE | $553 | $2,796-80.2% | $1,986-72.2% | $4,876-88.7% |
| Participant deferral / active EE | $2,211 | $3,664-39.7% | $2,958-25.3% | $5,439-59.4% |
| Admin fee / account holder | $10 | $7,155-99.9% | $5,134-99.8% | $10,886-99.9% |