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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 | $3,372 | $150,207-97.8% | $120,380-97.2% | $145,978-97.7% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 50.65% | 154.28%-103.6pp | 107.28%-56.6pp | 550.52%-499.9pp |
| Employer contribution / active EE | $1,461 | $4,351-66.4% | $3,465-57.8% | $4,662-68.7% |
| Participant deferral / active EE | $2,275 | $6,175-63.2% | $4,992-54.4% | $6,690-66.0% |
| Admin fee / account holder | $212 | $12,203-98.3% | $9,421-97.7% | $13,400-98.4% |