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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 | $2,429 | $100,125-97.6% | $81,482-97.0% | $145,978-98.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 34.44%-21.1pp | 24.79%-11.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $928 | $4,609-79.9% | $3,885-76.1% | $6,690-86.1% |
| Admin fee / account holder | $38 | $8,198-99.5% | $5,761-99.3% | $13,400-99.7% |