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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 | $7,222 | $110,379-93.5% | $102,412-92.9% | $145,884-95.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 96.89% | 24.84%+72.0pp | 24.94%+71.9pp | 551.85%-455.0pp |
| Employer contribution / active EE | $1,065 | $4,216-74.7% | $3,870-72.5% | $4,662-77.1% |
| Participant deferral / active EE | $3,142 | $5,622-44.1% | $5,060-37.9% | $6,690-53.0% |
| Admin fee / account holder | $42 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |