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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 | $12,608 | $106,008-88.1% | $92,240-86.3% | $147,586-91.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.75% | 50.05%-32.3pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,780 | $4,333-58.9% | $3,680-51.6% | $4,876-63.5% |
| Participant deferral / active EE | $5,556 | $4,478+24.1% | $3,897+42.6% | $5,439+2.2% |
| Admin fee / account holder | $88 | $6,333-98.6% | $5,194-98.3% | $10,886-99.2% |