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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 | $9,670 | $159,978-94.0% | $147,041-93.4% | $145,978-93.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.27% | 98.36%-86.1pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,463 | $5,288-53.4% | $4,935-50.1% | $4,662-47.2% |
| Participant deferral / active EE | $6,000 | $8,429-28.8% | $8,071-25.7% | $6,690-10.3% |
| Admin fee / account holder | $50 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |