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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 | $4,799 | $67,352-92.9% | $60,899-92.1% | $134,509-96.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -19.14% | 49.99%-69.1pp | 16.92%-36.1pp | 418.13%-437.3pp |
| Employer contribution / active EE | $732 | $3,098-76.4% | $2,702-72.9% | $4,741-84.6% |
| Participant deferral / active EE | $1,426 | $4,539-68.6% | $3,817-62.6% | $6,400-77.7% |
| Admin fee / account holder | $18 | $4,585-99.6% | $3,225-99.5% | $11,427-99.8% |