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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 | $2,067 | $156,927-98.7% | $121,169-98.3% | $139,456-98.5% |
| Participation rate | 91.7% | 76.4%+15.2pp | 69.5%+22.1pp | 80.3%+11.3pp |
| Annual return | 77.91% | 1475.85%-1397.9pp | 986.71%-908.8pp | 373.45%-295.5pp |
| Employer contribution / active EE | $488 | $5,542-91.2% | $4,168-88.3% | $4,753-89.7% |
| Participant deferral / active EE | $1,162 | $4,848-76.0% | $4,083-71.6% | $6,711-82.7% |
| Admin fee / account holder | $144 | $6,946-97.9% | $5,645-97.5% | $11,407-98.7% |