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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 | $7,198 | $57,312-87.4% | $86,617-91.7% | $75,181-90.4% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 30.31% | 2672.78%-2642.5pp | 591.91%-561.6pp | 160.69%-130.4pp |
| Employer contribution / active EE | $1,458 | $2,315-37.0% | $3,023-51.8% | $2,671-45.4% |
| Participant deferral / active EE | $1,812 | $3,319-45.4% | $4,437-59.2% | $4,126-56.1% |
| Admin fee / account holder | $228 | $4,114-94.5% | $5,613-95.9% | $5,650-96.0% |