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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 | $9,680 | $114,093-91.5% | $96,171-89.9% | $167,536-94.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.41% | 190.00%-172.6pp | 192.04%-174.6pp | 478.82%-461.4pp |
| Employer contribution / active EE | $703 | $3,429-79.5% | $2,799-74.9% | $4,839-85.5% |
| Participant deferral / active EE | $7,518 | $5,197+44.7% | $4,350+72.8% | $6,342+18.5% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |