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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 | $9,982 | $111,878-91.1% | $93,727-89.3% | $145,897-93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.27% | 204.28%-190.0pp | 133.83%-119.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,973 | $3,092-36.2% | $2,421-18.5% | $4,663-57.7% |
| Participant deferral / active EE | $4,917 | $4,920-0.1% | $4,417+11.3% | $6,689-26.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |