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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 | $3,418 | $77,908-95.6% | $149,696-97.7% | $75,173-95.5% |
| Participation rate | 82.4% | 65.6%+16.8pp | 78.8%+3.6pp | 67.2%+15.1pp |
| Annual return | 56.92% | 31.73%+25.2pp | 134.46%-77.5pp | 160.72%-103.8pp |
| Employer contribution / active EE | $664 | $3,138-78.8% | $4,821-86.2% | $2,671-75.1% |
| Participant deferral / active EE | $1,895 | $3,411-44.5% | $5,682-66.7% | $4,126-54.1% |
| Admin fee / account holder | $9 | $5,950-99.9% | $13,212-99.9% | $5,651-99.8% |