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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 | $10,625 | $115,810-90.8% | $101,271-89.5% | $158,966-93.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.81% | 56.15%-33.3pp | 46.48%-23.7pp | 302.95%-280.1pp |
| Employer contribution / active EE | $966 | $4,175-76.9% | $3,660-73.6% | $4,762-79.7% |
| Participant deferral / active EE | $2,166 | $4,958-56.3% | $4,371-50.5% | $5,983-63.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |