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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 | $5,130 | $77,908-93.4% | $149,696-96.6% | $75,173-93.2% |
| Participation rate | 91.4% | 65.6%+25.8pp | 78.8%+12.7pp | 67.2%+24.2pp |
| Annual return | 3654.07% | 31.73%+3622.3pp | 134.46%+3519.6pp | 160.72%+3493.3pp |
| Employer contribution / active EE | $897 | $3,138-71.4% | $4,821-81.4% | $2,671-66.4% |
| Participant deferral / active EE | $2,076 | $3,411-39.1% | $5,682-63.5% | $4,126-49.7% |
| Admin fee / account holder | $86 | $5,950-98.6% | $13,212-99.4% | $5,651-98.5% |