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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 | $3,525 | $48,053-92.7% | $84,637-95.8% | $72,976-95.2% |
| Participation rate | 82.1% | 57.6%+24.6pp | 68.2%+13.9pp | 69.5%+12.7pp |
| Annual return | 188.71% | 37.39%+151.3pp | 258.82%-70.1pp | 81.02%+107.7pp |
| Employer contribution / active EE | $1,069 | $1,602-33.3% | $2,653-59.7% | $2,440-56.2% |
| Participant deferral / active EE | $1,850 | $2,681-31.0% | $3,900-52.6% | $3,608-48.7% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |