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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 | $2,146 | $85,060-97.5% | $70,548-97.0% | $139,456-98.5% |
| Participation rate | 81.8% | 73.9%+7.9pp | 68.3%+13.5pp | 80.3%+1.5pp |
| Annual return | 925.50% | 30.38%+895.1pp | 32.78%+892.7pp | 373.45%+552.0pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,818 | $5,890-69.1% | $4,567-60.2% | $6,711-72.9% |
| Admin fee / account holder | $286 | $8,925-96.8% | $6,424-95.5% | $11,407-97.5% |