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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 | $7,228 | $176,688-95.9% | $130,660-94.5% | $152,897-95.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 33.42% | 2693.08%-2659.7pp | 1709.29%-1675.9pp | 345.43%-312.0pp |
| Employer contribution / active EE | $709 | $5,743-87.7% | $4,092-82.7% | $4,764-85.1% |
| Participant deferral / active EE | $4,084 | $4,362-6.4% | $3,603+13.4% | $5,851-30.2% |
| Admin fee / account holder | $128 | $7,131-98.2% | $5,463-97.7% | $11,599-98.9% |