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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 | $2,419 | $72,426-96.7% | $67,560-96.4% | $145,897-98.3% |
| Participation rate | 77.3% | 76.9%+0.4pp | 72.9%+4.3pp | 80.3%-3.0pp |
| Annual return | 15.91% | 7226.78%-7210.9pp | 3533.50%-3517.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,123 | $4,785-76.5% | $4,004-72.0% | $6,689-83.2% |
| Admin fee / account holder | $171 | $5,514-96.9% | $3,994-95.7% | $13,390-98.7% |