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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 | $10,586 | $106,008-90.0% | $92,240-88.5% | $147,586-92.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.86% | 50.05%-23.2pp | 176.29%-149.4pp | 578.59%-551.7pp |
| Employer contribution / active EE | $1,445 | $4,333-66.7% | $3,680-60.7% | $4,876-70.4% |
| Participant deferral / active EE | $1,903 | $4,478-57.5% | $3,897-51.2% | $5,439-65.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |