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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 | $1,891 | $58,311-96.8% | $81,882-97.7% | $80,959-97.7% |
| Participation rate | 80.8% | 63.5%+17.3pp | 72.4%+8.4pp | 67.7%+13.1pp |
| Annual return | 21.61% | 41.85%-20.2pp | 779.47%-757.9pp | 35.67%-14.1pp |
| Employer contribution / active EE | $495 | $2,347-78.9% | $2,916-83.0% | $2,757-82.1% |
| Participant deferral / active EE | $863 | $3,287-73.7% | $4,323-80.0% | $4,300-79.9% |
| Admin fee / account holder | $134 | $4,752-97.2% | $7,360-98.2% | $6,925-98.1% |