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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 | $12,573 | $48,570-74.1% | $130,660-90.4% | $72,983-82.8% |
| Participation rate | 87.9% | 58.6%+29.3pp | 71.7%+16.1pp | 69.5%+18.4pp |
| Annual return | 31.01% | 38.63%-7.6pp | 1709.29%-1678.3pp | 81.01%-50.0pp |
| Employer contribution / active EE | $747 | $1,334-44.0% | $4,092-81.7% | $2,440-69.4% |
| Participant deferral / active EE | $3,045 | $2,384+27.7% | $3,603-15.5% | $3,608-15.6% |
| Admin fee / account holder | $18 | $3,549-99.5% | $5,463-99.7% | $5,124-99.6% |