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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 | $6,621 | $63,346-89.5% | $92,240-92.8% | $70,126-90.6% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 19.25% | 530.19%-510.9pp | 176.29%-157.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,085 | $2,471-56.1% | $3,680-70.5% | $2,343-53.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10 | $3,841-99.7% | $5,194-99.8% | $4,645-99.8% |