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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 | $7,920 | $106,008-92.5% | $92,240-91.4% | $147,586-94.6% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 25.94% | 50.05%-24.1pp | 176.29%-150.4pp | 578.59%-552.7pp |
| Employer contribution / active EE | $1,297 | $4,333-70.1% | $3,680-64.8% | $4,876-73.4% |
| Participant deferral / active EE | $2,424 | $4,478-45.9% | $3,897-37.8% | $5,439-55.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |