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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 | $12,741 | $63,346-79.9% | $92,239-86.2% | $70,124-81.8% |
| Participation rate | 70.4% | 68.7%+1.7pp | 76.5%-6.1pp | 69.5%+0.8pp |
| Annual return | 20.12% | 530.19%-510.1pp | 176.29%-156.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,107 | $2,471-55.2% | $3,680-69.9% | $2,342-52.7% |
| Participant deferral / active EE | $2,187 | $2,854-23.3% | $3,897-43.9% | $3,332-34.3% |
| Admin fee / account holder | $72 | $3,841-98.1% | $5,194-98.6% | $4,645-98.4% |