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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 | $5,191 | $53,162-90.2% | $91,225-94.3% | $68,495-92.4% |
| Participation rate | 92.0% | 63.2%+28.8pp | 73.2%+18.8pp | 67.9%+24.1pp |
| Annual return | 256.91% | -3.14%+260.0pp | 114.10%+142.8pp | -7.84%+264.7pp |
| Employer contribution / active EE | $674 | $1,709-60.6% | $2,851-76.4% | $2,596-74.1% |
| Participant deferral / active EE | $2,250 | $2,974-24.3% | $4,234-46.8% | $4,028-44.1% |
| Admin fee / account holder | $195 | $4,493-95.7% | $5,422-96.4% | $5,403-96.4% |