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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 | $7,309 | $56,134-87.0% | $96,161-92.4% | $85,856-91.5% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 55.74% | 42.30%+13.4pp | 192.01%-136.3pp | 318.58%-262.8pp |
| Employer contribution / active EE | $2,975 | $1,620+83.6% | $2,798+6.3% | $2,565+16.0% |
| Participant deferral / active EE | $3,524 | $2,858+23.3% | $4,349-19.0% | $3,952-10.8% |
| Admin fee / account holder | $276 | $3,769-92.7% | $5,538-95.0% | $6,261-95.6% |