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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 | $6,474 | $96,678-93.3% | $86,640-92.5% | $139,466-95.4% |
| Participation rate | 82.4% | 74.4%+7.9pp | 71.7%+10.6pp | 80.3%+2.0pp |
| Annual return | 15.10% | 106.69%-91.6pp | 592.52%-577.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $605 | $3,265-81.5% | $3,024-80.0% | $4,754-87.3% |
| Participant deferral / active EE | $2,043 | $4,837-57.8% | $4,438-54.0% | $6,712-69.6% |
| Admin fee / account holder | $125 | $6,410-98.0% | $5,616-97.8% | $11,409-98.9% |