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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 | $11,785 | $102,638-88.5% | $81,982-85.6% | $158,982-92.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 39.23% | 61.05%-21.8pp | 41.31%-2.1pp | 302.99%-263.8pp |
| Employer contribution / active EE | $1,500 | $3,241-53.7% | $2,498-40.0% | $4,763-68.5% |
| Participant deferral / active EE | $5,909 | $4,649+27.1% | $3,722+58.7% | $5,983-1.2% |
| Admin fee / account holder | $19 | $8,237-99.8% | $5,665-99.7% | $11,252-99.8% |