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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 | $4,038 | $81,664-95.1% | $70,476-94.3% | $158,966-97.5% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 38.28% | 208.59%-170.3pp | 109.12%-70.8pp | 302.95%-264.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,339 | $4,556-48.7% | $3,710-37.0% | $5,983-60.9% |
| Admin fee / account holder | $57 | $6,197-99.1% | $3,847-98.5% | $11,250-99.5% |