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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 | $9,330 | $90,320-89.7% | $59,496-84.3% | $125,389-92.6% |
| Participation rate | 73.3% | 68.3%+5.0pp | 54.6%+18.8pp | 83.2%-9.9pp |
| Annual return | -2.52% | 369.13%-371.7pp | 182.05%-184.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $726 | $1,792-59.5% | $1,153-37.0% | $4,866-85.1% |
| Participant deferral / active EE | $1,422 | $2,716-47.6% | $1,829-22.2% | $5,352-73.4% |
| Admin fee / account holder | $276 | $3,063-91.0% | $2,232-87.6% | $9,541-97.1% |