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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 | $5,573 | $176,402-96.8% | $134,162-95.8% | $158,982-96.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.14% | 63.66%-44.5pp | 36.35%-17.2pp | 302.99%-283.9pp |
| Employer contribution / active EE | $594 | $5,042-88.2% | $3,705-84.0% | $4,763-87.5% |
| Participant deferral / active EE | $950 | $4,093-76.8% | $3,500-72.9% | $5,983-84.1% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |