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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 | $16,021 | $208,088-92.3% | $186,193-91.4% | $154,746-89.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 0.00% | 89.97%-90.0pp | 78.03%-78.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $521 | $4,340-88.0% | $3,918-86.7% | $4,379-88.1% |
| Participant deferral / active EE | $15,500 | $7,078+119.0% | $6,513+138.0% | $6,730+130.3% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |