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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 | $4,637 | $93,598-95.0% | $135,974-96.6% | $75,173-93.8% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 441.08% | 30.89%+410.2pp | 68.30%+372.8pp | 160.72%+280.4pp |
| Employer contribution / active EE | $1,776 | $3,538-49.8% | $4,859-63.5% | $2,671-33.5% |
| Participant deferral / active EE | $2,637 | $6,405-58.8% | $7,760-66.0% | $4,126-36.1% |
| Admin fee / account holder | $66 | $6,978-99.0% | $10,767-99.4% | $5,651-98.8% |