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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 | $2,941 | $96,388-96.9% | $80,627-96.4% | $139,466-97.9% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 30.31% | 1352.08%-1321.8pp | 936.76%-906.5pp | 373.66%-343.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,577 | $5,224-69.8% | $4,443-64.5% | $6,712-76.5% |
| Admin fee / account holder | $62 | $6,603-99.1% | $5,381-98.9% | $11,409-99.5% |