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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 | $1,189 | $52,353-97.7% | $120,225-99.0% | $82,448-98.6% |
| Participation rate | 85.7% | 58.3%+27.4pp | 69.6%+16.1pp | 68.1%+17.6pp |
| Annual return | 36.71% | 61.85%-25.1pp | 439.23%-402.5pp | 41.64%-4.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,002 | $2,627-61.9% | $3,999-74.9% | $4,139-75.8% |
| Admin fee / account holder | $112 | $4,363-97.4% | $5,696-98.0% | $7,234-98.5% |