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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 | $1,494 | $108,226-98.6% | $77,513-98.1% | $158,950-99.1% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 87.94% | 31.67%+56.3pp | 54.81%+33.1pp | 302.91%-215.0pp |
| Employer contribution / active EE | $460 | $1,325-65.3% | $987-53.4% | $4,762-90.3% |
| Participant deferral / active EE | $460 | $2,456-81.3% | $1,861-75.3% | $5,983-92.3% |
| Admin fee / account holder | $3 | $3,710-99.9% | $2,859-99.9% | $11,248-100.0% |