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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 | $8,362 | $115,796-92.8% | $101,264-91.7% | $158,950-94.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.53% | 56.15%-30.6pp | 46.48%-20.9pp | 302.91%-277.4pp |
| Employer contribution / active EE | $1,377 | $4,175-67.0% | $3,660-62.4% | $4,762-71.1% |
| Participant deferral / active EE | $1,911 | $4,958-61.5% | $4,370-56.3% | $5,983-68.1% |
| Admin fee / account holder | $54 | $7,247-99.3% | $5,947-99.1% | $11,248-99.5% |