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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 | $4,820 | $48,314-90.0% | $67,561-92.9% | $80,925-94.0% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.7%+12.3pp |
| Annual return | 34.44% | 18.28%+16.2pp | 3525.44%-3491.0pp | 35.65%-1.2pp |
| Employer contribution / active EE | $454 | $2,022-77.5% | $2,735-83.4% | $2,756-83.5% |
| Participant deferral / active EE | $1,339 | $2,927-54.2% | $4,003-66.5% | $4,299-68.8% |
| Admin fee / account holder | $9 | $3,690-99.8% | $4,006-99.8% | $6,940-99.9% |