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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 | $6,979 | $121,677-94.3% | $104,625-93.3% | $158,966-95.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 22.06% | 465.58%-443.5pp | 340.60%-318.5pp | 302.95%-280.9pp |
| Employer contribution / active EE | $821 | $3,165-74.1% | $2,681-69.4% | $4,762-82.8% |
| Participant deferral / active EE | $1,727 | $4,175-58.6% | $3,738-53.8% | $5,983-71.1% |
| Admin fee / account holder | $23 | $7,777-99.7% | $6,465-99.6% | $11,250-99.8% |