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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 | $8,044 | $85,766-90.6% | $136,298-94.1% | $70,126-88.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,240 | $2,966+9.2% | $4,696-31.0% | $2,343+38.3% |
| Participant deferral / active EE | $4,727 | $5,051-6.4% | $6,247-24.3% | $3,332+41.9% |
| Admin fee / account holder | $27 | $5,421-99.5% | $9,244-99.7% | $4,645-99.4% |