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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 | $6,834 | $114,093-94.0% | $96,171-92.9% | $167,536-95.9% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 16.37% | 190.00%-173.6pp | 192.04%-175.7pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,345 | $3,429-60.8% | $2,799-51.9% | $4,839-72.2% |
| Participant deferral / active EE | $2,306 | $5,197-55.6% | $4,350-47.0% | $6,342-63.6% |
| Admin fee / account holder | $139 | $6,899-98.0% | $5,538-97.5% | $12,315-98.9% |