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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 | $3,543 | $176,688-98.0% | $130,660-97.3% | $152,885-97.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.5%-2.5pp |
| Annual return | 1138.45% | 2693.08%-1554.6pp | 1709.29%-570.8pp | 345.39%+793.1pp |
| Employer contribution / active EE | $671 | $5,743-88.3% | $4,092-83.6% | $4,763-85.9% |
| Participant deferral / active EE | $2,203 | $4,362-49.5% | $3,603-38.9% | $5,851-62.4% |
| Admin fee / account holder | $18 | $7,131-99.7% | $5,463-99.7% | $11,598-99.8% |