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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 | $8,549 | $106,008-91.9% | $92,240-90.7% | $147,586-94.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.57% | 50.05%-24.5pp | 176.29%-150.7pp | 578.59%-553.0pp |
| Employer contribution / active EE | $1,027 | $4,333-76.3% | $3,680-72.1% | $4,876-78.9% |
| Participant deferral / active EE | $4,111 | $4,478-8.2% | $3,897+5.5% | $5,439-24.4% |
| Admin fee / account holder | $25 | $6,333-99.6% | $5,194-99.5% | $10,886-99.8% |