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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 | $2,824 | $52,353-94.6% | $120,225-97.7% | $82,448-96.6% |
| Participation rate | 85.2% | 58.3%+26.9pp | 69.6%+15.6pp | 68.1%+17.1pp |
| Annual return | 22.84% | 61.85%-39.0pp | 439.23%-416.4pp | 41.64%-18.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $903 | $2,627-65.6% | $3,999-77.4% | $4,139-78.2% |
| Admin fee / account holder | $138 | $4,363-96.8% | $5,696-97.6% | $7,234-98.1% |