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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 | $8,156 | $114,130-92.9% | $96,192-91.5% | $167,553-95.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 31.78% | 190.07%-158.3pp | 192.09%-160.3pp | 478.89%-447.1pp |
| Employer contribution / active EE | $1,366 | $3,431-60.2% | $2,799-51.2% | $4,840-71.8% |
| Participant deferral / active EE | $2,792 | $5,198-46.3% | $4,351-35.8% | $6,343-56.0% |
| Admin fee / account holder | $73 | $6,901-98.9% | $5,539-98.7% | $12,316-99.4% |