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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 | $6,162 | $100,203-93.9% | $85,240-92.8% | $145,897-95.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.83% | 84.28%-68.5pp | 66.75%-50.9pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,188 | $3,242-63.3% | $2,735-56.6% | $4,663-74.5% |
| Participant deferral / active EE | $1,188 | $5,299-77.6% | $4,527-73.8% | $6,689-82.2% |
| Admin fee / account holder | $22 | $7,265-99.7% | $6,165-99.6% | $13,390-99.8% |