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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 | $5,957 | $160,070-96.3% | $147,117-96.0% | $145,897-95.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.68% | 98.69%-74.0pp | 420.54%-395.9pp | 552.29%-527.6pp |
| Employer contribution / active EE | $1,546 | $5,285-70.7% | $4,932-68.7% | $4,663-66.8% |
| Participant deferral / active EE | $3,552 | $8,419-57.8% | $8,065-56.0% | $6,689-46.9% |
| Admin fee / account holder | $59 | $15,035-99.6% | $12,993-99.5% | $13,390-99.6% |