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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 | $6,634 | $83,337-92.0% | $67,834-90.2% | $273,972-97.6% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,736 | $3,287-16.8% | $2,403+13.8% | $4,869-43.8% |
| Participant deferral / active EE | $3,073 | $4,088-24.8% | $3,160-2.7% | $5,287-41.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |