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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 | $9,069 | $57,305-84.2% | $86,640-89.5% | $75,173-87.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 25.95% | 2674.24%-2648.3pp | 592.52%-566.6pp | 160.72%-134.8pp |
| Employer contribution / active EE | $688 | $2,316-70.3% | $3,024-77.3% | $2,671-74.2% |
| Participant deferral / active EE | $1,677 | $3,320-49.5% | $4,438-62.2% | $4,126-59.4% |
| Admin fee / account holder | $2 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |