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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 | $3,068 | $118,708-97.4% | $98,920-96.9% | $158,982-98.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 47.05% | 372.49%-325.4pp | 196.47%-149.4pp | 302.99%-255.9pp |
| Employer contribution / active EE | $802 | $3,334-75.9% | $2,689-70.2% | $4,763-83.2% |
| Participant deferral / active EE | $1,345 | $5,089-73.6% | $4,245-68.3% | $5,983-77.5% |
| Admin fee / account holder | $7 | $10,134-99.9% | $6,643-99.9% | $11,252-99.9% |