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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 | $3,170 | $96,691-96.7% | $86,656-96.3% | $139,487-97.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 37.29% | 106.87%-69.6pp | 593.09%-555.8pp | 373.84%-336.6pp |
| Employer contribution / active EE | $676 | $3,267-79.3% | $3,025-77.6% | $4,755-85.8% |
| Participant deferral / active EE | $967 | $4,838-80.0% | $4,439-78.2% | $6,713-85.6% |
| Admin fee / account holder | $172 | $6,414-97.3% | $5,619-96.9% | $11,407-98.5% |