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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 | $8,641 | $108,701-92.1% | $74,723-88.4% | $152,909-94.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 24.53% | 114.12%-89.6pp | 753.18%-728.6pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,867 | $1,504+24.1% | $1,084+72.2% | $4,764-60.8% |
| Participant deferral / active EE | $769 | $2,709-71.6% | $1,962-60.8% | $5,851-86.9% |
| Admin fee / account holder | $52 | $4,906-98.9% | $3,335-98.4% | $11,601-99.6% |