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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 | $3,432 | $66,223-94.8% | - | $152,897-97.8% |
| Participation rate | 81.8% | 72.4%+9.4pp | - | 82.5%-0.6pp |
| Annual return | 69.97% | 27.69%+42.3pp | - | 345.43%-275.5pp |
| Employer contribution / active EE | $1,145 | $2,777-58.8% | - | $4,764-76.0% |
| Participant deferral / active EE | $1,269 | $4,140-69.4% | - | $5,851-78.3% |
| Admin fee / account holder | $106 | $4,664-97.7% | - | $11,599-99.1% |