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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 | $74,535-95.2% | $100,712-96.4% | $82,637-95.6% |
| Participation rate | 81.6% | 61.2%+20.4pp | 69.3%+12.3pp | 68.1%+13.5pp |
| Annual return | 260.65% | 18.92%+241.7pp | 33.27%+227.4pp | 53.51%+207.1pp |
| Employer contribution / active EE | $481 | $1,503-68.0% | $2,313-79.2% | $2,552-81.2% |
| Participant deferral / active EE | $1,549 | $3,074-49.6% | $4,085-62.1% | $4,126-62.5% |
| Admin fee / account holder | $34 | $6,576-99.5% | $9,256-99.6% | $7,339-99.5% |