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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 | $3,130 | $93,023-96.6% | $77,027-95.9% | $134,493-97.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -7.99% | 62.61%-70.6pp | 42.32%-50.3pp | 418.01%-426.0pp |
| Employer contribution / active EE | $624 | $3,418-81.7% | $2,813-77.8% | $4,740-86.8% |
| Participant deferral / active EE | $1,000 | $5,238-80.9% | $4,427-77.4% | $6,400-84.4% |
| Admin fee / account holder | $258 | $6,944-96.3% | $5,425-95.2% | $11,425-97.7% |