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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 | $7,060 | $60,139-88.3% | $90,461-92.2% | $79,856-91.2% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 20.17% | 71.96%-51.8pp | 1294.76%-1274.6pp | 31.71%-11.5pp |
| Employer contribution / active EE | $491 | $2,069-76.3% | $3,264-85.0% | $2,471-80.1% |
| Participant deferral / active EE | $2,533 | $2,939-13.8% | $3,964-36.1% | $3,741-32.3% |
| Admin fee / account holder | $244 | $3,978-93.9% | $5,617-95.7% | $5,306-95.4% |