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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 | $5,916 | $85,766-93.1% | $136,298-95.7% | $70,126-91.6% |
| Participation rate | 86.8% | 74.2%+12.7pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 62.50% | 31.46%+31.0pp | 5156.27%-5093.8pp | 73.15%-10.6pp |
| Employer contribution / active EE | $1,423 | $2,966-52.0% | $4,696-69.7% | $2,343-39.2% |
| Participant deferral / active EE | $3,188 | $5,051-36.9% | $6,247-49.0% | $3,332-4.3% |
| Admin fee / account holder | $239 | $5,421-95.6% | $9,244-97.4% | $4,645-94.8% |