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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 | $9,079 | $150,435-94.0% | $120,580-92.5% | $145,897-93.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 16.63% | 154.60%-138.0pp | 107.48%-90.8pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,001 | $4,352-77.0% | $3,469-71.1% | $4,663-78.5% |
| Participant deferral / active EE | $2,346 | $6,174-62.0% | $4,995-53.0% | $6,689-64.9% |
| Admin fee / account holder | $250 | $12,182-97.9% | $9,418-97.3% | $13,390-98.1% |