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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 | $2,380 | $51,222-95.4% | $70,544-96.6% | $75,173-96.8% |
| Participation rate | 78.8% | 61.0%+17.9pp | 68.4%+10.5pp | 67.2%+11.6pp |
| Annual return | 120.81% | 30.06%+90.8pp | 32.79%+88.0pp | 160.72%-39.9pp |
| Employer contribution / active EE | $978 | $1,827-46.5% | $2,976-67.1% | $2,671-63.4% |
| Participant deferral / active EE | $2,564 | $2,850-10.1% | $4,568-43.9% | $4,126-37.9% |
| Admin fee / account holder | $95 | $4,096-97.7% | $6,427-98.5% | $5,651-98.3% |