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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 | $3,674 | $58,275-93.7% | $81,844-95.5% | $80,935-95.5% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.4%+15.6pp | 67.7%+20.3pp |
| Annual return | 30.14% | 41.82%-11.7pp | 778.87%-748.7pp | 35.66%-5.5pp |
| Employer contribution / active EE | $2,359 | $2,346+0.6% | $2,916-19.1% | $2,757-14.4% |
| Participant deferral / active EE | $1,295 | $3,285-60.6% | $4,323-70.1% | $4,299-69.9% |
| Admin fee / account holder | $11 | $4,749-99.8% | $7,355-99.8% | $6,924-99.8% |