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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 | $1,252 | $22,602-94.5% | $65,328-98.1% | $75,181-98.3% |
| Participation rate | 81.9% | 63.1%+18.9pp | 64.9%+17.0pp | 67.2%+14.7pp |
| Annual return | 204.34% | 71.13%+133.2pp | 47.39%+156.9pp | 160.69%+43.7pp |
| Employer contribution / active EE | $526 | $941-44.1% | $1,692-68.9% | $2,671-80.3% |
| Participant deferral / active EE | $767 | $1,695-54.8% | $2,832-72.9% | $4,126-81.4% |
| Admin fee / account holder | $94 | $1,877-95.0% | $4,116-97.7% | $5,650-98.3% |