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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 | $4,987 | $109,905-95.5% | $98,506-94.9% | $167,553-97.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.72% | 1960.20%-1945.5pp | 1494.92%-1480.2pp | 478.89%-464.2pp |
| Employer contribution / active EE | $466 | $3,226-85.5% | $2,961-84.3% | $4,840-90.4% |
| Participant deferral / active EE | $946 | $4,674-79.8% | $4,277-77.9% | $6,343-85.1% |
| Admin fee / account holder | $19 | $6,760-99.7% | $5,955-99.7% | $12,316-99.8% |