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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 | $16,272 | $63,346-74.3% | $92,240-82.4% | $70,126-76.8% |
| Participation rate | 86.8% | 68.7%+18.2pp | 76.5%+10.4pp | 69.5%+17.3pp |
| Annual return | 39.00% | 530.19%-491.2pp | 176.29%-137.3pp | 73.15%-34.1pp |
| Employer contribution / active EE | $658 | $2,471-73.4% | $3,680-82.1% | $2,343-71.9% |
| Participant deferral / active EE | $6,086 | $2,854+113.3% | $3,897+56.2% | $3,332+82.7% |
| Admin fee / account holder | $25 | $3,841-99.3% | $5,194-99.5% | $4,645-99.5% |