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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 | $1,984 | $49,199-96.0% | $121,210-98.4% | $75,177-97.4% |
| Participation rate | 92.0% | 55.4%+36.6pp | 69.5%+22.5pp | 67.2%+24.8pp |
| Annual return | 45.19% | 56.04%-10.8pp | 987.41%-942.2pp | 160.75%-115.6pp |
| Employer contribution / active EE | $576 | $1,547-62.8% | $4,171-86.2% | $2,671-78.4% |
| Participant deferral / active EE | $997 | $2,630-62.1% | $4,084-75.6% | $4,126-75.8% |
| Admin fee / account holder | $209 | $3,946-94.7% | $5,647-96.3% | $5,651-96.3% |