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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 | $5,539 | $49,891-88.9% | $80,607-93.1% | $75,181-92.6% |
| Participation rate | 81.0% | 55.3%+25.6pp | 67.0%+13.9pp | 67.2%+13.8pp |
| Annual return | 62.59% | 34.67%+27.9pp | 936.11%-873.5pp | 160.69%-98.1pp |
| Employer contribution / active EE | $1,607 | $1,698-5.4% | $2,724-41.0% | $2,671-39.8% |
| Participant deferral / active EE | $1,718 | $2,991-42.6% | $4,448-61.4% | $4,126-58.4% |
| Admin fee / account holder | $79 | $3,578-97.8% | $5,379-98.5% | $5,650-98.6% |