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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 | $9,402 | $106,008-91.1% | $92,240-89.8% | $147,586-93.6% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 24.89% | 50.05%-25.2pp | 176.29%-151.4pp | 578.59%-553.7pp |
| Employer contribution / active EE | $1,568 | $4,333-63.8% | $3,680-57.4% | $4,876-67.8% |
| Participant deferral / active EE | $2,620 | $4,478-41.5% | $3,897-32.8% | $5,439-51.8% |
| Admin fee / account holder | $118 | $6,333-98.1% | $5,194-97.7% | $10,886-98.9% |