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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 | $4,881 | $57,305-91.5% | $86,640-94.4% | $75,173-93.5% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 21.10% | 2674.24%-2653.1pp | 592.52%-571.4pp | 160.72%-139.6pp |
| Employer contribution / active EE | $373 | $2,316-83.9% | $3,024-87.7% | $2,671-86.0% |
| Participant deferral / active EE | $1,721 | $3,320-48.1% | $4,438-61.2% | $4,126-58.3% |
| Admin fee / account holder | $139 | $4,116-96.6% | $5,616-97.5% | $5,651-97.5% |