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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 | $8,645 | $111,878-92.3% | $93,727-90.8% | $145,897-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 24.55% | 204.28%-179.7pp | 133.83%-109.3pp | 552.29%-527.7pp |
| Employer contribution / active EE | $1,132 | $3,092-63.4% | $2,421-53.3% | $4,663-75.7% |
| Participant deferral / active EE | $1,643 | $4,920-66.6% | $4,417-62.8% | $6,689-75.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |