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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 | $5,511 | $109,863-95.0% | $98,477-94.4% | $167,518-96.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.31% | 1958.09%-1947.8pp | 1493.59%-1483.3pp | 478.71%-468.4pp |
| Employer contribution / active EE | $1,250 | $3,225-61.2% | $2,961-57.8% | $4,838-74.2% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $37 | $6,755-99.5% | $5,951-99.4% | $12,312-99.7% |