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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 | $3,251 | $107,368-97.0% | $92,915-96.5% | $152,909-97.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 83.92% | 145.64%-61.7pp | 109.45%-25.5pp | 345.46%-261.5pp |
| Employer contribution / active EE | $1,597 | $4,222-62.2% | $3,653-56.3% | $4,764-66.5% |
| Participant deferral / active EE | $1,803 | $4,848-62.8% | $4,238-57.5% | $5,851-69.2% |
| Admin fee / account holder | $38 | $7,082-99.5% | $5,796-99.3% | $11,601-99.7% |