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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 | $6,116 | $115,796-94.7% | $101,264-94.0% | $158,950-96.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 35.47% | 56.15%-20.7pp | 46.48%-11.0pp | 302.91%-267.4pp |
| Employer contribution / active EE | $2,098 | $4,175-49.8% | $3,660-42.7% | $4,762-56.0% |
| Participant deferral / active EE | $3,279 | $4,958-33.9% | $4,370-25.0% | $5,983-45.2% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |