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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 | $8,815 | $105,145-91.6% | $94,664-90.7% | $139,466-93.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 74.54% | 38.09%+36.4pp | 156.84%-82.3pp | 373.66%-299.1pp |
| Employer contribution / active EE | $2,392 | $4,107-41.8% | $3,673-34.9% | $4,754-49.7% |
| Participant deferral / active EE | $11,858 | $7,599+56.1% | $7,417+59.9% | $6,712+76.7% |
| Admin fee / account holder | $24 | $8,972-99.7% | $7,222-99.7% | $11,409-99.8% |