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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 | $5,364 | $57,330-90.6% | $86,656-93.8% | $75,177-92.9% |
| Participation rate | 87.8% | 63.2%+24.6pp | 71.7%+16.1pp | 67.2%+20.6pp |
| Annual return | 30.19% | 2675.40%-2645.2pp | 593.09%-562.9pp | 160.75%-130.6pp |
| Employer contribution / active EE | $505 | $2,316-78.2% | $3,025-83.3% | $2,671-81.1% |
| Participant deferral / active EE | $968 | $3,320-70.8% | $4,439-78.2% | $4,126-76.5% |
| Admin fee / account holder | $83 | $4,115-98.0% | $5,619-98.5% | $5,651-98.5% |