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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 | $2,329 | $27,800-91.6% | $58,561-96.0% | $71,511-96.7% |
| Participation rate | 78.1% | 34.6%+43.5pp | 50.9%+27.2pp | 67.9%+10.2pp |
| Annual return | 44.11% | 26.80%+17.3pp | 4251.33%-4207.2pp | 28.86%+15.3pp |
| Employer contribution / active EE | $479 | $632-24.1% | $1,053-54.5% | $2,589-81.5% |
| Participant deferral / active EE | $814 | $1,208-32.7% | $1,923-57.7% | $4,291-81.0% |
| Admin fee / account holder | $21 | $1,637-98.7% | $2,520-99.2% | $1,588-98.7% |