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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 | $5,693 | $109,905-94.8% | $98,506-94.2% | $167,553-96.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.68% | 1960.20%-1942.5pp | 1494.92%-1477.2pp | 478.89%-461.2pp |
| Employer contribution / active EE | $913 | $3,226-71.7% | $2,961-69.2% | $4,840-81.1% |
| Participant deferral / active EE | $1,415 | $4,674-69.7% | $4,277-66.9% | $6,343-77.7% |
| Admin fee / account holder | $20 | $6,760-99.7% | $5,955-99.7% | $12,316-99.8% |