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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 | $18,753 | $58,714-68.1% | $142,874-86.9% | $85,856-78.2% |
| Participation rate | 70.3% | 58.5%+11.8pp | 72.0%-1.7pp | 69.3%+1.0pp |
| Annual return | 376.59% | 27.73%+348.9pp | 5638.58%-5262.0pp | 318.58%+58.0pp |
| Employer contribution / active EE | $502 | $1,423-64.7% | $4,145-87.9% | $2,565-80.4% |
| Participant deferral / active EE | $6,344 | $2,608+143.2% | $3,838+65.3% | $3,952+60.5% |
| Admin fee / account holder | $0 | $4,241-100.0% | $6,561-100.0% | $6,261-100.0% |