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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 | $14,968 | $106,008-85.9% | $92,240-83.8% | $147,586-89.9% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 30.35% | 50.05%-19.7pp | 176.29%-145.9pp | 578.59%-548.2pp |
| Employer contribution / active EE | $2,117 | $4,333-51.1% | $3,680-42.5% | $4,876-56.6% |
| Participant deferral / active EE | $3,987 | $4,478-11.0% | $3,897+2.3% | $5,439-26.7% |
| Admin fee / account holder | $210 | $6,333-96.7% | $5,194-96.0% | $10,886-98.1% |