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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 | $1,643 | $51,222-96.8% | $70,544-97.7% | $75,173-97.8% |
| Participation rate | 88.4% | 61.0%+27.4pp | 68.4%+20.0pp | 67.2%+21.2pp |
| Annual return | 94.95% | 30.06%+64.9pp | 32.79%+62.2pp | 160.72%-65.8pp |
| Employer contribution / active EE | $854 | $1,827-53.3% | $2,976-71.3% | $2,671-68.0% |
| Participant deferral / active EE | $1,682 | $2,850-41.0% | $4,568-63.2% | $4,126-59.2% |
| Admin fee / account holder | $43 | $4,096-98.9% | $6,427-99.3% | $5,651-99.2% |