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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 | $4,001 | $48,078-91.7% | $78,675-94.9% | $62,881-93.6% |
| Participation rate | 85.7% | 65.2%+20.5pp | 73.6%+12.2pp | 69.3%+16.4pp |
| Annual return | 231.36% | 31.36%+200.0pp | 62.19%+169.2pp | 20.14%+211.2pp |
| Employer contribution / active EE | $1,046 | $2,015-48.1% | $2,850-63.3% | $2,281-54.1% |
| Participant deferral / active EE | $2,241 | $2,587-13.4% | $3,517-36.3% | $3,203-30.0% |
| Admin fee / account holder | $72 | $3,206-97.8% | $4,510-98.4% | $4,296-98.3% |