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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 | $7,187 | $114,093-93.7% | $96,171-92.5% | $167,536-95.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.87% | 190.00%-179.1pp | 192.04%-181.2pp | 478.82%-467.9pp |
| Employer contribution / active EE | $1,196 | $3,429-65.1% | $2,799-57.3% | $4,839-75.3% |
| Participant deferral / active EE | $2,868 | $5,197-44.8% | $4,350-34.1% | $6,342-54.8% |
| Admin fee / account holder | $27 | $6,899-99.6% | $5,538-99.5% | $12,315-99.8% |