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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 | $289,211-94.5% | $260,467-93.8% | $198,609-91.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 112.90%-112.9pp | 100.60%-100.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $521 | $4,663-88.8% | $4,239-87.7% | $5,055-89.7% |
| Participant deferral / active EE | $15,500 | $6,812+127.5% | $6,319+145.3% | $6,977+122.2% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |