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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 | $13,212 | $106,008-87.5% | $92,240-85.7% | $147,586-91.0% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 24.34% | 50.05%-25.7pp | 176.29%-152.0pp | 578.59%-554.3pp |
| Employer contribution / active EE | $1,655 | $4,333-61.8% | $3,680-55.0% | $4,876-66.1% |
| Participant deferral / active EE | $2,308 | $4,478-48.5% | $3,897-40.8% | $5,439-57.6% |
| Admin fee / account holder | $121 | $6,333-98.1% | $5,194-97.7% | $10,886-98.9% |