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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 | $2,813 | $52,353-94.6% | $120,225-97.7% | $82,448-96.6% |
| Participation rate | 93.9% | 58.3%+35.6pp | 69.6%+24.4pp | 68.1%+25.9pp |
| Annual return | 30.77% | 61.85%-31.1pp | 439.23%-408.5pp | 41.64%-10.9pp |
| Employer contribution / active EE | $316 | $1,510-79.0% | $3,475-90.9% | $2,551-87.6% |
| Participant deferral / active EE | $1,080 | $2,627-58.9% | $3,999-73.0% | $4,139-73.9% |
| Admin fee / account holder | $250 | $4,363-94.3% | $5,696-95.6% | $7,234-96.5% |