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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 | $9,712 | $197,819-95.1% | $155,789-93.8% | $125,389-92.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 76.1%+14.8pp | 83.2%+7.7pp |
| Annual return | -3.31% | 86.73%-90.0pp | 71.54%-74.8pp | 282.24%-285.5pp |
| Employer contribution / active EE | $640 | $4,850-86.8% | $3,839-83.3% | $4,866-86.8% |
| Participant deferral / active EE | $1,902 | $5,631-66.2% | $4,798-60.4% | $5,352-64.5% |
| Admin fee / account holder | $20 | $9,544-99.8% | $7,477-99.7% | $9,541-99.8% |