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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 | $6,869 | $111,785-93.9% | $93,669-92.7% | $145,877-95.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 16.23% | 203.79%-187.6pp | 133.59%-117.4pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,504 | $3,096-51.4% | $2,424-37.9% | $4,663-67.7% |
| Participant deferral / active EE | $1,647 | $4,919-66.5% | $4,416-62.7% | $6,691-75.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |