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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 | $5,375 | $64,716-91.7% | $112,258-95.2% | $68,495-92.2% |
| Participation rate | 91.9% | 67.2%+24.7pp | 75.1%+16.8pp | 67.9%+24.0pp |
| Annual return | 199.96% | -11.40%+211.4pp | 27.47%+172.5pp | -7.84%+207.8pp |
| Employer contribution / active EE | $2,119 | $2,746-22.8% | $3,636-41.7% | $2,596-18.4% |
| Participant deferral / active EE | $4,380 | $3,565+22.9% | $4,728-7.4% | $4,028+8.8% |
| Admin fee / account holder | $222 | $5,232-95.8% | $6,411-96.5% | $5,403-95.9% |