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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 | $8,569 | $73,518-88.3% | $63,003-86.4% | $147,585-94.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 25.31% | 175.46%-150.2pp | 87.59%-62.3pp | 578.57%-553.3pp |
| Employer contribution / active EE | $1,687 | $3,322-49.2% | $2,760-38.9% | $4,876-65.4% |
| Participant deferral / active EE | $3,480 | $4,183-16.8% | $3,329+4.5% | $5,439-36.0% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |