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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 | $100,279-97.6% | $81,353-97.0% | $145,884-98.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 34.49%-21.2pp | 24.82%-11.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $928 | $4,611-79.9% | $3,885-76.1% | $6,690-86.1% |
| Admin fee / account holder | $38 | $8,206-99.5% | $5,766-99.3% | $13,392-99.7% |