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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 | $2,300 | $154,754-98.5% | $124,206-98.1% | $138,895-98.3% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.6%+16.1pp | 79.9%+5.8pp |
| Annual return | 33.20% | 709.28%-676.1pp | 515.27%-482.1pp | 145.39%-112.2pp |
| Employer contribution / active EE | $552 | $4,446-87.6% | $3,540-84.4% | $4,194-86.8% |
| Participant deferral / active EE | $981 | $4,621-78.8% | $3,968-75.3% | $6,396-84.7% |
| Admin fee / account holder | $269 | $6,690-96.0% | $5,929-95.5% | $12,562-97.9% |