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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 | $6,957 | $56,200-87.6% | $67,653-89.7% | $59,633-88.3% |
| Participation rate | 96.7% | 71.5%+25.3pp | 75.7%+21.1pp | 68.7%+28.1pp |
| Annual return | 0.00% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $2,168 | $1,615+34.3% | $2,266-4.3% | $2,203-1.6% |
| Participant deferral / active EE | $5,014 | $2,843+76.3% | $3,560+40.9% | $3,192+57.1% |
| Admin fee / account holder | $46 | $3,959-98.9% | $4,821-99.1% | $4,297-98.9% |