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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 | $10,409 | $106,008-90.2% | $92,240-88.7% | $147,586-92.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.61% | 50.05%-39.4pp | 176.29%-165.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $2,560 | $4,333-40.9% | $3,680-30.4% | $4,876-47.5% |
| Participant deferral / active EE | $2,560 | $4,478-42.8% | $3,897-34.3% | $5,439-52.9% |
| Admin fee / account holder | $87 | $6,333-98.6% | $5,194-98.3% | $10,886-99.2% |