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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 | $17,116 | $102,393-83.3% | $147,041-88.4% | $80,911-78.8% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.6%+24.1pp |
| Annual return | 54.69% | 134.95%-80.3pp | 419.21%-364.5pp | 35.63%+19.1pp |
| Employer contribution / active EE | $1,676 | $3,715-54.9% | $4,935-66.0% | $2,756-39.2% |
| Participant deferral / active EE | $2,920 | $6,647-56.1% | $8,071-63.8% | $4,297-32.1% |
| Admin fee / account holder | $300 | $7,943-96.2% | $13,006-97.7% | $6,935-95.7% |