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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 | $18,982 | $68,394-72.2% | $94,672-79.9% | $75,177-74.7% |
| Participation rate | 97.3% | 76.1%+21.2pp | 80.8%+16.5pp | 67.2%+30.1pp |
| Annual return | 30.71% | 616.92%-586.2pp | 156.89%-126.2pp | 160.75%-130.0pp |
| Employer contribution / active EE | $1,499 | $2,701-44.5% | $3,673-59.2% | $2,671-43.9% |
| Participant deferral / active EE | $3,420 | $6,536-47.7% | $7,417-53.9% | $4,126-17.1% |
| Admin fee / account holder | $72 | $5,326-98.6% | $7,222-99.0% | $5,651-98.7% |