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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 | $6,715 | $49,199-86.4% | $121,204-94.5% | $75,173-91.1% |
| Participation rate | 71.4% | 55.4%+16.0pp | 69.5%+1.9pp | 67.2%+4.2pp |
| Annual return | 38.85% | 56.04%-17.2pp | 987.18%-948.3pp | 160.72%-121.9pp |
| Employer contribution / active EE | $776 | $1,547-49.9% | $4,170-81.4% | $2,671-71.0% |
| Participant deferral / active EE | $1,568 | $2,630-40.4% | $4,083-61.6% | $4,126-62.0% |
| Admin fee / account holder | $20 | $3,946-99.5% | $5,651-99.6% | $5,651-99.6% |