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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 | $5,323 | $90,489-94.1% | $76,051-93.0% | $145,978-96.4% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.1%+24.7pp | 80.3%+13.5pp |
| Annual return | 10.10% | 622.78%-612.7pp | 360.42%-350.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,172 | $3,319-34.6% | $2,690-19.3% | $4,662-53.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,690-100.0% |
| Admin fee / account holder | $28 | $8,374-99.7% | $6,416-99.6% | $13,400-99.8% |