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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 | $2,235 | $100,895-97.8% | $90,430-97.5% | $158,950-98.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 489.64% | 1725.54%-1235.9pp | 1293.73%-804.1pp | 302.91%+186.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,519 | $4,347-65.0% | $3,963-61.7% | $5,983-74.6% |
| Admin fee / account holder | $208 | $6,505-96.8% | $5,613-96.3% | $11,248-98.2% |