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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 | $9,564 | $58,391-83.6% | $76,657-87.5% | $72,975-86.9% |
| Participation rate | 98.0% | 67.4%+30.6pp | 72.1%+25.9pp | 69.5%+28.5pp |
| Annual return | 19.06% | 2306.65%-2287.6pp | 1166.74%-1147.7pp | 81.01%-62.0pp |
| Employer contribution / active EE | $2,556 | $1,787+43.0% | $2,303+11.0% | $2,440+4.7% |
| Participant deferral / active EE | $2,269 | $2,690-15.7% | $3,335-32.0% | $3,608-37.1% |
| Admin fee / account holder | $46 | $4,014-98.8% | $6,423-99.3% | $5,124-99.1% |