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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 | $1,363 | $62,592-97.8% | $85,709-98.4% | $85,847-98.4% |
| Participation rate | 97.2% | 61.1%+36.1pp | 69.9%+27.4pp | 69.3%+27.9pp |
| Annual return | 45.44% | 23.77%+21.7pp | 21.49%+23.9pp | 318.61%-273.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,409 | $2,802-49.7% | $3,924-64.1% | $3,952-64.3% |
| Admin fee / account holder | $283 | $4,643-93.9% | $6,876-95.9% | $6,261-95.5% |