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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 | $8,979 | $49,177-81.7% | $79,476-88.7% | $64,181-86.0% |
| Participation rate | 88.7% | 65.0%+23.6pp | 73.3%+15.3pp | 69.6%+19.1pp |
| Annual return | 58.61% | -1.16%+59.8pp | 718.21%-659.6pp | 7.63%+51.0pp |
| Employer contribution / active EE | $978 | $2,076-52.9% | $2,800-65.1% | $2,381-58.9% |
| Participant deferral / active EE | $2,306 | $2,821-18.3% | $3,704-37.7% | $3,470-33.5% |
| Admin fee / account holder | $50 | $3,839-98.7% | $5,113-99.0% | $4,887-99.0% |