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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 | $9,955 | $106,003-90.6% | $92,236-89.2% | $147,585-93.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.64% | 50.05%-37.4pp | 176.29%-163.6pp | 578.57%-565.9pp |
| Employer contribution / active EE | $741 | $4,333-82.9% | $3,679-79.9% | $4,876-84.8% |
| Participant deferral / active EE | $1,326 | $4,478-70.4% | $3,897-66.0% | $5,439-75.6% |
| Admin fee / account holder | $35 | $6,333-99.5% | $5,194-99.3% | $10,885-99.7% |