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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 | $17,555 | $166,131-89.4% | $164,975-89.4% | $145,877-88.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.34% | 100.37%-80.0pp | 70.12%-49.8pp | 551.28%-530.9pp |
| Employer contribution / active EE | $1,304 | $5,276-75.3% | $4,343-70.0% | $4,663-72.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $77 | $16,648-99.5% | $12,688-99.4% | $13,402-99.4% |