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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 | $12,444 | $97,729-87.3% | $83,830-85.2% | $135,379-90.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 31.63% | 1287.52%-1255.9pp | 850.97%-819.3pp | 519.79%-488.2pp |
| Employer contribution / active EE | $1,761 | $4,222-58.3% | $3,631-51.5% | $4,779-63.1% |
| Participant deferral / active EE | $3,056 | $4,683-34.7% | $4,082-25.1% | $5,609-45.5% |
| Admin fee / account holder | $199 | $6,674-97.0% | $5,479-96.4% | $10,828-98.2% |