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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 | $3,603 | $60,128-94.0% | $90,440-96.0% | $79,852-95.5% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 17.38% | 71.95%-54.6pp | 1294.38%-1277.0pp | 31.72%-14.3pp |
| Employer contribution / active EE | $278 | $2,068-86.6% | $3,263-91.5% | $2,471-88.8% |
| Participant deferral / active EE | $1,637 | $2,939-44.3% | $3,964-58.7% | $3,740-56.2% |
| Admin fee / account holder | $71 | $3,977-98.2% | $5,615-98.7% | $5,306-98.7% |