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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 | $8,874 | $103,008-91.4% | $90,304-90.2% | $152,897-94.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 49.28% | 95.22%-45.9pp | 78.13%-28.8pp | 345.43%-296.1pp |
| Employer contribution / active EE | $3,266 | $3,139+4.0% | $2,855+14.4% | $4,764-31.4% |
| Participant deferral / active EE | $3,266 | $4,281-23.7% | $3,885-15.9% | $5,851-44.2% |
| Admin fee / account holder | $20 | $6,175-99.7% | $5,354-99.6% | $11,599-99.8% |