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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 | $7,903 | $93,346-91.5% | $71,796-89.0% | $273,972-97.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 96.50% | 130.39%-33.9pp | 78.04%+18.5pp | 41.46%+55.0pp |
| Employer contribution / active EE | $3,387 | $2,733+23.9% | $1,924+76.0% | $4,869-30.4% |
| Participant deferral / active EE | $3,507 | $3,475+0.9% | $2,794+25.5% | $5,287-33.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |