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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 | $3,549 | $107,030-96.7% | $73,550-95.2% | $147,586-97.6% |
| Participation rate | 76.9% | 66.4%+10.5pp | 54.9%+22.0pp | 82.8%-5.9pp |
| Annual return | 22.46% | 38.25%-15.8pp | -15.16%+37.6pp | 578.59%-556.1pp |
| Employer contribution / active EE | $266 | $1,760-84.9% | $1,219-78.2% | $4,876-94.6% |
| Participant deferral / active EE | $462 | $2,458-81.2% | $1,804-74.4% | $5,439-91.5% |
| Admin fee / account holder | $10 | $3,055-99.7% | $2,320-99.6% | $10,886-99.9% |