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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 | $2,124 | $49,199-95.7% | $121,204-98.2% | $75,173-97.2% |
| Participation rate | 79.4% | 55.4%+24.0pp | 69.5%+9.9pp | 67.2%+12.2pp |
| Annual return | 17.83% | 56.04%-38.2pp | 987.18%-969.3pp | 160.72%-142.9pp |
| Employer contribution / active EE | $900 | $1,547-41.8% | $4,170-78.4% | $2,671-66.3% |
| Participant deferral / active EE | $1,259 | $2,630-52.1% | $4,083-69.2% | $4,126-69.5% |
| Admin fee / account holder | $217 | $3,946-94.5% | $5,651-96.2% | $5,651-96.2% |