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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 | $53,063-94.7% | $124,206-97.7% | $82,637-96.6% |
| Participation rate | 85.2% | 58.4%+26.8pp | 69.6%+15.6pp | 68.1%+17.1pp |
| Annual return | 22.84% | 68.87%-46.0pp | 515.27%-492.4pp | 53.51%-30.7pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $903 | $2,644-65.8% | $3,968-77.2% | $4,126-78.1% |
| Admin fee / account holder | $138 | $4,281-96.8% | $5,929-97.7% | $7,339-98.1% |