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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 | $8,745 | $107,341-91.9% | $92,897-90.6% | $152,870-94.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 180.88% | 145.59%+35.3pp | 109.42%+71.5pp | 345.34%-164.5pp |
| Employer contribution / active EE | $1,835 | $4,221-56.5% | $3,653-49.8% | $4,763-61.5% |
| Participant deferral / active EE | $4,588 | $4,847-5.3% | $4,238+8.3% | $5,850-21.6% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |