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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 | $8,351 | $109,411-92.4% | $89,435-90.7% | $158,982-94.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 31.95% | 345.68%-313.7pp | 245.55%-213.6pp | 302.99%-271.0pp |
| Employer contribution / active EE | $1,870 | $3,173-41.1% | $2,587-27.7% | $4,763-60.7% |
| Participant deferral / active EE | $2,316 | $4,600-49.7% | $3,890-40.5% | $5,983-61.3% |
| Admin fee / account holder | $23 | $6,159-99.6% | $4,884-99.5% | $11,252-99.8% |