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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 | $11,843 | $197,819-94.0% | $155,789-92.4% | $125,389-90.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | -0.23% | 86.73%-87.0pp | 71.54%-71.8pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,208 | $4,850-75.1% | $3,839-68.5% | $4,866-75.2% |
| Participant deferral / active EE | $2,207 | $5,631-60.8% | $4,798-54.0% | $5,352-58.8% |
| Admin fee / account holder | $51 | $9,544-99.5% | $7,477-99.3% | $9,541-99.5% |