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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 | $11,674 | $60,128-80.6% | $90,440-87.1% | $79,852-85.4% |
| Participation rate | 82.1% | 65.0%+17.1pp | 72.7%+9.5pp | 69.6%+12.5pp |
| Annual return | 21.67% | 71.95%-50.3pp | 1294.38%-1272.7pp | 31.72%-10.1pp |
| Employer contribution / active EE | $926 | $2,068-55.2% | $3,263-71.6% | $2,471-62.5% |
| Participant deferral / active EE | $2,473 | $2,939-15.8% | $3,964-37.6% | $3,740-33.9% |
| Admin fee / account holder | $101 | $3,977-97.5% | $5,615-98.2% | $5,306-98.1% |