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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 | $5,958 | $63,346-90.6% | $92,240-93.5% | $70,126-91.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.95% | 530.19%-515.2pp | 176.29%-161.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,289 | $2,471-7.4% | $3,680-37.8% | $2,343-2.3% |
| Participant deferral / active EE | $2,153 | $2,854-24.6% | $3,897-44.8% | $3,332-35.4% |
| Admin fee / account holder | $74 | $3,841-98.1% | $5,194-98.6% | $4,645-98.4% |