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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 | $1,616 | $49,976-96.8% | $66,674-97.6% | $82,637-98.0% |
| Participation rate | 86.5% | 63.1%+23.4pp | 73.7%+12.8pp | 68.1%+18.4pp |
| Annual return | 28.43% | 39.09%-10.7pp | 321.24%-292.8pp | 53.51%-25.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,244 | $2,847-56.3% | $4,084-69.5% | $4,126-69.9% |
| Admin fee / account holder | $292 | $4,594-93.7% | $5,098-94.3% | $7,339-96.0% |