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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 | $2,668 | $100,073-97.3% | $85,126-96.9% | $145,877-98.2% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 37.78% | 84.11%-46.3pp | 66.63%-28.9pp | 551.28%-513.5pp |
| Employer contribution / active EE | $926 | $3,236-71.4% | $2,731-66.1% | $4,663-80.1% |
| Participant deferral / active EE | $1,229 | $5,294-76.8% | $4,523-72.8% | $6,691-81.6% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |