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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 | $6,152 | $102,696-94.0% | $86,235-92.9% | $139,487-95.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.17% | 1925.91%-1895.7pp | 1170.03%-1139.9pp | 373.84%-343.7pp |
| Employer contribution / active EE | $1,118 | $3,034-63.2% | $2,381-53.0% | $4,755-76.5% |
| Participant deferral / active EE | $2,471 | $4,679-47.2% | $3,987-38.0% | $6,713-63.2% |
| Admin fee / account holder | $5 | $8,667-99.9% | $6,856-99.9% | $11,407-100.0% |