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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 | $4,561 | $114,093-96.0% | $96,171-95.3% | $167,536-97.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.72% | 190.00%-166.3pp | 192.04%-168.3pp | 478.82%-455.1pp |
| Employer contribution / active EE | $1,011 | $3,429-70.5% | $2,799-63.9% | $4,839-79.1% |
| Participant deferral / active EE | $2,004 | $5,197-61.4% | $4,350-53.9% | $6,342-68.4% |
| Admin fee / account holder | $88 | $6,899-98.7% | $5,538-98.4% | $12,315-99.3% |