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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 | $12,324 | $85,766-85.6% | $136,298-91.0% | $70,126-82.4% |
| Participation rate | 82.8% | 74.2%+8.6pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 89.38% | 31.46%+57.9pp | 5156.27%-5066.9pp | 73.15%+16.2pp |
| Employer contribution / active EE | $1,069 | $2,966-64.0% | $4,696-77.2% | $2,343-54.4% |
| Participant deferral / active EE | $2,758 | $5,051-45.4% | $6,247-55.8% | $3,332-17.2% |
| Admin fee / account holder | $152 | $5,421-97.2% | $9,244-98.4% | $4,645-96.7% |