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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 | $5,639 | $37,436-84.9% | $77,513-92.7% | $79,858-92.9% |
| Participation rate | 81.8% | 41.5%+40.3pp | 54.2%+27.6pp | 69.6%+12.2pp |
| Annual return | 308.36% | 39.75%+268.6pp | 54.81%+253.6pp | 31.72%+276.6pp |
| Employer contribution / active EE | $373 | $637-41.5% | $987-62.2% | $2,471-84.9% |
| Participant deferral / active EE | $1,188 | $1,261-5.8% | $1,861-36.2% | $3,740-68.2% |
| Admin fee / account holder | $107 | $2,505-95.7% | $2,859-96.3% | $5,306-98.0% |