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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 | $6,383 | $121,701-94.8% | $104,639-93.9% | $158,982-96.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 60.40% | 465.72%-405.3pp | 340.67%-280.3pp | 302.99%-242.6pp |
| Employer contribution / active EE | $1,308 | $3,165-58.7% | $2,682-51.2% | $4,763-72.5% |
| Participant deferral / active EE | $2,971 | $4,176-28.8% | $3,738-20.5% | $5,983-50.3% |
| Admin fee / account holder | $16 | $7,778-99.8% | $6,465-99.7% | $11,252-99.9% |