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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 | $3,740 | $49,177-92.4% | $79,467-95.3% | $64,173-94.2% |
| Participation rate | 92.0% | 65.0%+27.0pp | 73.3%+18.7pp | 69.6%+22.4pp |
| Annual return | 459.55% | -1.16%+460.7pp | 718.30%-258.7pp | 7.63%+451.9pp |
| Employer contribution / active EE | $639 | $2,076-69.2% | $2,800-77.2% | $2,381-73.1% |
| Participant deferral / active EE | $1,983 | $2,821-29.7% | $3,704-46.5% | $3,470-42.8% |
| Admin fee / account holder | $59 | $3,839-98.5% | $5,104-98.8% | $4,887-98.8% |