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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 | $10,896 | $73,546-85.2% | $63,018-82.7% | $147,586-92.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 22.30% | 175.56%-153.3pp | 87.62%-65.3pp | 578.59%-556.3pp |
| Employer contribution / active EE | $1,066 | $3,324-67.9% | $2,761-61.4% | $4,876-78.1% |
| Participant deferral / active EE | $1,264 | $4,185-69.8% | $3,330-62.0% | $5,439-76.8% |
| Admin fee / account holder | $17 | $5,956-99.7% | $3,601-99.5% | $10,886-99.8% |