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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 | $4,290 | $96,388-95.5% | $80,627-94.7% | $139,466-96.9% |
| Participation rate | 78.3% | 73.6%+4.6pp | 67.0%+11.2pp | 80.3%-2.1pp |
| Annual return | 37.96% | 1352.08%-1314.1pp | 936.76%-898.8pp | 373.66%-335.7pp |
| Employer contribution / active EE | $1,048 | $3,260-67.9% | $2,723-61.5% | $4,754-78.0% |
| Participant deferral / active EE | $1,960 | $5,224-62.5% | $4,443-55.9% | $6,712-70.8% |
| Admin fee / account holder | $193 | $6,603-97.1% | $5,381-96.4% | $11,409-98.3% |