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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 | $3,603 | $73,787-95.1% | $98,716-96.3% | $82,448-95.6% |
| Participation rate | 81.6% | 61.4%+20.2pp | 69.3%+12.3pp | 68.1%+13.5pp |
| Annual return | 260.65% | 18.57%+242.1pp | 31.81%+228.8pp | 41.64%+219.0pp |
| Employer contribution / active EE | $481 | $1,511-68.2% | $2,279-78.9% | $2,551-81.2% |
| Participant deferral / active EE | $1,549 | $3,081-49.7% | $4,048-61.7% | $4,139-62.6% |
| Admin fee / account holder | $34 | $6,500-99.5% | $8,703-99.6% | $7,234-99.5% |