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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 | $1,452 | $51,222-97.2% | $70,544-97.9% | $75,173-98.1% |
| Participation rate | 71.7% | 61.0%+10.7pp | 68.4%+3.3pp | 67.2%+4.5pp |
| Annual return | 175.65% | 30.06%+145.6pp | 32.79%+142.9pp | 160.72%+14.9pp |
| Employer contribution / active EE | $467 | $1,827-74.4% | $2,976-84.3% | $2,671-82.5% |
| Participant deferral / active EE | $928 | $2,850-67.4% | $4,568-79.7% | $4,126-77.5% |
| Admin fee / account holder | $161 | $4,096-96.1% | $6,427-97.5% | $5,651-97.2% |