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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 | $2,087 | $56,134-96.3% | $96,171-97.8% | $85,847-97.6% |
| Participation rate | 85.7% | 56.7%+29.0pp | 68.4%+17.3pp | 69.3%+16.4pp |
| Annual return | 23.07% | 42.30%-19.2pp | 192.04%-169.0pp | 318.61%-295.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,420 | $2,858-50.3% | $4,350-67.4% | $3,952-64.1% |
| Admin fee / account holder | $167 | $3,769-95.6% | $5,538-97.0% | $6,261-97.3% |