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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 | $7,671 | $108,695-92.9% | $74,722-89.7% | $152,897-95.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 52.64% | 114.11%-61.5pp | 753.11%-700.5pp | 345.43%-292.8pp |
| Employer contribution / active EE | $2,551 | $1,504+69.6% | $1,084+135.3% | $4,764-46.4% |
| Participant deferral / active EE | $3,189 | $2,712+17.6% | $1,963+62.5% | $5,851-45.5% |
| Admin fee / account holder | $19 | $4,906-99.6% | $3,335-99.4% | $11,599-99.8% |