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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 | $6,326 | $48,570-87.0% | $130,660-95.2% | $72,975-91.3% |
| Participation rate | 85.0% | 58.6%+26.4pp | 71.7%+13.3pp | 69.5%+15.5pp |
| Annual return | 153.25% | 38.63%+114.6pp | 1709.29%-1556.0pp | 81.01%+72.2pp |
| Employer contribution / active EE | $889 | $1,334-33.3% | $4,092-78.3% | $2,440-63.6% |
| Participant deferral / active EE | $1,539 | $2,384-35.4% | $3,603-57.3% | $3,608-57.3% |
| Admin fee / account holder | $136 | $3,549-96.2% | $5,463-97.5% | $5,124-97.3% |